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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 | $1,148,556 | $183,592+525.6% | $155,574+638.3% | $145,877+687.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 39.67% | 61.37%-21.7pp | 64.87%-25.2pp | 551.28%-511.6pp |
| Employer contribution / active EE | $3,125 | $5,317-41.2% | $4,676-33.2% | $4,663-33.0% |
| Participant deferral / active EE | $9,035 | $6,466+39.7% | $5,629+60.5% | $6,691+35.0% |
| Admin fee / account holder | $4,177 | $19,316-78.4% | $15,914-73.8% | $13,402-68.8% |