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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 | $1,925,246 | $181,896+958.4% | $156,551+1129.8% | $273,972+602.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.29% | 30.74%-24.5pp | 32.23%-25.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $15,900 | $6,248+154.5% | $5,501+189.0% | $4,869+226.6% |
| Participant deferral / active EE | $21,000 | $5,550+278.4% | $4,871+331.1% | $5,287+297.2% |
| Admin fee / account holder | $1,875 | $15,560-88.0% | $13,028-85.6% | $10,133-81.5% |