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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 | $979,543 | $78,520+1147.5% | $96,576+914.3% | $82,448+1088.1% |
| Participation rate | 97.0% | 77.7%+19.2pp | 81.4%+15.5pp | 68.1%+28.9pp |
| Annual return | 15.90% | 41.30%-25.4pp | 38.47%-22.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $15,178 | $2,630+477.2% | $3,553+327.2% | $2,551+495.0% |
| Participant deferral / active EE | $22,728 | $6,754+236.5% | $7,956+185.7% | $4,139+449.1% |
| Admin fee / account holder | $31,241 | $13,455+132.2% | $11,381+174.5% | $7,234+331.8% |