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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 | $1,549,010 | $148,623+942.2% | $135,974+1039.2% | $139,466+1010.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.71% | 79.30%-65.6pp | 68.30%-54.6pp | 373.66%-360.0pp |
| Employer contribution / active EE | $31,370 | $5,246+497.9% | $4,859+545.6% | $4,754+559.9% |
| Participant deferral / active EE | $21,100 | $8,103+160.4% | $7,760+171.9% | $6,712+214.4% |
| Admin fee / account holder | $6,250 | $12,406-49.6% | $10,767-41.9% | $11,409-45.2% |