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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 | $1,422,407 | $183,592+674.8% | $155,574+814.3% | $145,877+875.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.06% | 61.37%-43.3pp | 64.87%-46.8pp | 551.28%-533.2pp |
| Employer contribution / active EE | $35,257 | $5,317+563.1% | $4,676+654.0% | $4,663+656.1% |
| Participant deferral / active EE | $22,011 | $6,466+240.4% | $5,629+291.0% | $6,691+229.0% |
| Admin fee / account holder | $6,901 | $19,316-64.3% | $15,914-56.6% | $13,402-48.5% |