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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 | $1,143,003 | $156,970+628.2% | $121,210+843.0% | $139,487+719.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.54% | 1477.10%-1465.6pp | 987.41%-975.9pp | 373.84%-362.3pp |
| Employer contribution / active EE | $27,930 | $5,546+403.6% | $4,171+569.7% | $4,755+487.4% |
| Participant deferral / active EE | $21,530 | $4,849+344.0% | $4,084+427.2% | $6,713+220.7% |
| Admin fee / account holder | $21,254 | $6,947+205.9% | $5,647+276.4% | $11,407+86.3% |