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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 | $1,377,571 | $227,399+505.8% | $189,758+626.0% | $198,609+593.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.96% | 61.03%-43.1pp | 52.62%-34.7pp | 202.70%-184.7pp |
| Employer contribution / active EE | $54,589 | $5,526+887.8% | $4,767+1045.2% | $5,055+979.8% |
| Participant deferral / active EE | $9,200 | $6,837+34.6% | $5,856+57.1% | $6,977+31.9% |
| Admin fee / account holder | $6,413 | $25,162-74.5% | $20,388-68.5% | $19,030-66.3% |