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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 | $1,019,044 | $157,296+547.9% | $141,191+621.7% | $152,897+566.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 74.90% | 64.34%+10.6pp | 71.41%+3.5pp | 345.43%-270.5pp |
| Employer contribution / active EE | $3,707 | $5,262-29.6% | $4,736-21.7% | $4,764-22.2% |
| Participant deferral / active EE | $7,744 | $7,111+8.9% | $6,710+15.4% | $5,851+32.4% |
| Admin fee / account holder | $63,951 | $12,125+427.4% | $10,264+523.1% | $11,599+451.3% |