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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 | $1,330,125 | $217,432+511.7% | $185,851+615.7% | $167,553+693.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.09% | 148.43%-126.3pp | 122.11%-100.0pp | 478.89%-456.8pp |
| Employer contribution / active EE | $49,068 | $5,874+735.3% | $5,168+849.4% | $4,840+913.9% |
| Participant deferral / active EE | $7,800 | $6,357+22.7% | $5,569+40.1% | $6,343+23.0% |
| Admin fee / account holder | $189,875 | $19,820+858.0% | $16,245+1068.8% | $12,316+1441.6% |