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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 | $1,061,415 | $106,864+893.2% | $147,318+620.5% | $82,637+1184.4% |
| Participation rate | 94.2% | 75.5%+18.7pp | 82.1%+12.1pp | 68.1%+26.1pp |
| Annual return | 18.23% | 27.49%-9.3pp | 70.43%-52.2pp | 53.51%-35.3pp |
| Employer contribution / active EE | $11,725 | $3,417+243.2% | $4,593+155.3% | $2,552+359.4% |
| Participant deferral / active EE | $16,435 | $6,496+153.0% | $7,906+107.9% | $4,126+298.3% |
| Admin fee / account holder | $46,661 | $8,415+454.5% | $13,708+240.4% | $7,339+535.8% |