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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 | $1,531,894 | $184,014+732.5% | $161,149+850.6% | $138,895+1002.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.49% | 21.52%-7.0pp | 21.16%-6.7pp | 145.39%-130.9pp |
| Employer contribution / active EE | $46,500 | $5,055+819.8% | $4,360+966.5% | $4,194+1008.7% |
| Participant deferral / active EE | $25,375 | $6,909+267.3% | $6,153+312.4% | $6,396+296.7% |
| Admin fee / account holder | $19,370 | $18,027+7.5% | $15,194+27.5% | $12,562+54.2% |