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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 | $813,622 | $55,902+1355.4% | $76,030+970.1% | $80,959+905.0% |
| Participation rate | 96.7% | 62.1%+34.6pp | 69.1%+27.6pp | 67.7%+29.0pp |
| Annual return | 22.53% | 20.59%+1.9pp | 361.54%-339.0pp | 35.67%-13.1pp |
| Employer contribution / active EE | $6,614 | $1,867+254.3% | $2,688+146.1% | $2,757+139.9% |
| Participant deferral / active EE | $11,755 | $3,051+285.3% | $4,257+176.1% | $4,300+173.3% |
| Admin fee / account holder | $67,619 | $5,239+1190.6% | $6,421+953.2% | $6,925+876.4% |