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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 | $1,814,032 | $201,259+801.3% | $184,200+884.8% | $145,959+1142.8% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 17.28% | 28.98%-11.7pp | 28.80%-11.5pp | 561.95%-544.7pp |
| Employer contribution / active EE | $21,061 | $7,018+200.1% | $6,424+227.9% | $4,661+351.9% |
| Participant deferral / active EE | $16,715 | $9,806+70.4% | $9,132+83.0% | $6,689+149.9% |
| Admin fee / account holder | $3,183 | $16,372-80.6% | $13,907-77.1% | $13,398-76.2% |