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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 | $1,102,905 | $176,105+526.3% | $159,474+591.6% | $167,536+558.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.68% | 331.91%-315.2pp | 263.68%-247.0pp | 478.82%-462.1pp |
| Employer contribution / active EE | $21,071 | $5,299+297.6% | $4,831+336.2% | $4,839+335.4% |
| Participant deferral / active EE | $15,314 | $7,751+97.6% | $7,353+108.3% | $6,342+141.5% |
| Admin fee / account holder | $6,195 | $12,559-50.7% | $10,802-42.7% | $12,315-49.7% |