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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 | $1,264,071 | $198,457+536.9% | $170,435+641.7% | $147,586+756.5% |
| Participation rate | 81.3% | 88.0%-6.7pp | 83.6%-2.3pp | 82.8%-1.6pp |
| Annual return | 67.45% | 257.30%-189.8pp | 205.94%-138.5pp | 578.59%-511.1pp |
| Employer contribution / active EE | $15,841 | $6,183+156.2% | $5,432+191.6% | $4,876+224.8% |
| Participant deferral / active EE | $12,750 | $5,629+126.5% | $4,939+158.1% | $5,439+134.4% |
| Admin fee / account holder | $3,136 | $16,852-81.4% | $13,881-77.4% | $10,886-71.2% |