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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,046,750 | $185,199+465.2% | $142,874+632.6% | $167,518+524.9% |
| Participation rate | 75.0% | 78.5%-3.5pp | 72.0%+3.0pp | 82.1%-7.1pp |
| Annual return | 12.86% | 8556.90%-8544.0pp | 5638.58%-5625.7pp | 478.71%-465.8pp |
| Employer contribution / active EE | $20,175 | $5,606+259.9% | $4,145+386.8% | $4,838+317.0% |
| Participant deferral / active EE | $17,000 | $4,495+278.2% | $3,838+343.0% | $6,342+168.1% |
| Admin fee / account holder | $25,903 | $8,031+222.5% | $6,561+294.8% | $12,312+110.4% |