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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 | $1,158,379 | $110,212+951.0% | $96,534+1100.0% | $139,466+730.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.06% | 26.42%-11.4pp | 25.88%-10.8pp | 373.66%-358.6pp |
| Employer contribution / active EE | $6,974 | $3,620+92.6% | $2,965+135.2% | $4,754+46.7% |
| Participant deferral / active EE | $30,000 | $5,547+440.8% | $4,851+518.4% | $6,712+347.0% |
| Admin fee / account holder | $206,347 | $11,599+1679.1% | $8,253+2400.2% | $11,409+1708.7% |