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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 | $1,108,676 | $227,399+387.5% | $189,758+484.3% | $198,609+458.2% |
| Participation rate | 92.3% | 84.0%+8.3pp | 79.8%+12.5pp | 82.4%+9.9pp |
| Annual return | 48.76% | 61.03%-12.3pp | 52.62%-3.9pp | 202.70%-153.9pp |
| Employer contribution / active EE | $26,058 | $5,526+371.5% | $4,767+446.7% | $5,055+415.5% |
| Participant deferral / active EE | $22,288 | $6,837+226.0% | $5,856+280.6% | $6,977+219.5% |
| Admin fee / account holder | $3,207 | $25,162-87.3% | $20,388-84.3% | $19,030-83.1% |