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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 | $1,014,370 | $184,014+451.2% | $161,149+529.5% | $138,895+630.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.10% | 21.52%-7.4pp | 21.16%-7.1pp | 145.39%-131.3pp |
| Employer contribution / active EE | $23,729 | $5,055+369.4% | $4,360+444.2% | $4,194+465.7% |
| Participant deferral / active EE | $16,584 | $6,909+140.0% | $6,153+169.5% | $6,396+159.3% |
| Admin fee / account holder | $4,751 | $18,027-73.6% | $15,194-68.7% | $12,562-62.2% |