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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 | $1,021,219 | $275,752+270.3% | $256,809+297.7% | $198,609+414.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 14.93% | 34.81%-19.9pp | 32.73%-17.8pp | 202.70%-187.8pp |
| Employer contribution / active EE | $12,483 | $7,721+61.7% | $7,263+71.9% | $5,055+146.9% |
| Participant deferral / active EE | $37,675 | $10,037+275.4% | $9,520+295.8% | $6,977+440.0% |
| Admin fee / account holder | $278,986 | $25,716+984.9% | $25,146+1009.4% | $19,030+1366.0% |