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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 | $1,787,385 | $185,312+864.5% | $161,489+1006.8% | $154,746+1055.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.00% | 103.84%-85.8pp | 89.72%-71.7pp | 172.34%-154.3pp |
| Employer contribution / active EE | $39,389 | $4,769+725.9% | $4,268+822.8% | $4,379+799.5% |
| Participant deferral / active EE | $22,119 | $6,350+248.3% | $5,630+292.9% | $6,730+228.6% |
| Admin fee / account holder | $14,995 | $18,654-19.6% | $16,006-6.3% | $14,365+4.4% |