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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 | $1,193,892 | $212,386+462.1% | $199,883+497.3% | $138,895+759.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.50% | 47.75%-31.3pp | 43.81%-27.3pp | 145.39%-128.9pp |
| Employer contribution / active EE | $3,952 | $6,625-40.3% | $6,261-36.9% | $4,194-5.8% |
| Participant deferral / active EE | $26,410 | $9,617+174.6% | $9,138+189.0% | $6,396+312.9% |
| Admin fee / account holder | $46,147 | $18,233+153.1% | $17,268+167.2% | $12,562+267.3% |