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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 | $1,472,452 | $201,344+631.3% | $184,243+699.2% | $145,877+909.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.29% | 29.01%-17.7pp | 28.82%-17.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $1,658 | $7,022-76.4% | $6,427-74.2% | $4,663-64.5% |
| Participant deferral / active EE | $3,950 | $9,807-59.7% | $9,132-56.7% | $6,691-41.0% |
| Admin fee / account holder | $503,806 | $16,382+2975.4% | $13,914+3521.0% | $13,402+3659.1% |