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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 | $1,120,929 | $111,535+905.0% | $105,223+965.3% | $137,256+716.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.46% | 237.85%-225.4pp | 180.65%-168.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $9,134 | $3,939+131.9% | $3,689+147.6% | $4,156+119.8% |
| Participant deferral / active EE | $1,717 | $5,500-68.8% | $5,072-66.2% | $6,407-73.2% |
| Admin fee / account holder | $9,338 | $9,721-3.9% | $8,859+5.4% | $12,270-23.9% |