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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 | $1,205,326 | $172,111+600.3% | $150,298+702.0% | $137,256+778.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.24% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $21,508 | $4,636+363.9% | $4,154+417.8% | $4,156+417.5% |
| Participant deferral / active EE | $8,852 | $6,166+43.6% | $5,453+62.3% | $6,407+38.2% |
| Admin fee / account holder | $4,580 | $16,471-72.2% | $14,116-67.6% | $12,270-62.7% |