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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 | $183,539+675.0% | $155,556+814.4% | $145,897+874.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.06% | 61.31%-43.2pp | 64.84%-46.8pp | 552.29%-534.2pp |
| Employer contribution / active EE | $35,257 | $5,315+563.3% | $4,675+654.1% | $4,663+656.2% |
| Participant deferral / active EE | $22,011 | $6,467+240.4% | $5,631+290.9% | $6,689+229.0% |
| Admin fee / account holder | $6,901 | $19,275-64.2% | $15,885-56.6% | $13,390-48.5% |