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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 | $1,100,944 | $126,661+769.2% | $113,397+870.9% | $138,895+692.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 13.61% | 25.05%-11.4pp | 23.20%-9.6pp | 145.39%-131.8pp |
| Employer contribution / active EE | $63,929 | $3,456+1749.7% | $2,977+2047.3% | $4,194+1424.2% |
| Participant deferral / active EE | $11,034 | $5,693+93.8% | $5,076+117.4% | $6,396+72.5% |
| Admin fee / account holder | $17,989 | $14,549+23.6% | $11,957+50.4% | $12,562+43.2% |