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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 | $1,289,499 | $217,432+493.1% | $185,849+593.8% | $167,536+669.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.00% | 148.42%-124.4pp | 122.10%-98.1pp | 478.82%-454.8pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $23,773 | $6,357+273.9% | $5,569+326.9% | $6,342+274.8% |
| Admin fee / account holder | $29,735 | $19,818+50.0% | $16,244+83.1% | $12,315+141.5% |