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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 | $1,103,169 | $223,823+392.9% | $211,142+422.5% | $154,746+612.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 21.74% | 50.39%-28.7pp | 46.84%-25.1pp | 172.34%-150.6pp |
| Employer contribution / active EE | $13,182 | $6,787+94.2% | $6,442+104.6% | $4,379+201.0% |
| Participant deferral / active EE | $9,979 | $9,750+2.3% | $9,284+7.5% | $6,730+48.3% |
| Admin fee / account holder | $8,266 | $19,707-58.1% | $19,076-56.7% | $14,365-42.5% |