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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 | $2,086,694 | $167,504+1145.8% | $151,628+1276.2% | $134,509+1451.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 27.34% | 7.81%+19.5pp | 3.34%+24.0pp | 418.13%-390.8pp |
| Employer contribution / active EE | $6,567 | $6,828-3.8% | $6,165+6.5% | $4,741+38.5% |
| Participant deferral / active EE | $21,276 | $8,985+136.8% | $8,363+154.4% | $6,400+232.4% |
| Admin fee / account holder | $15,943 | $13,779+15.7% | $11,613+37.3% | $11,427+39.5% |