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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 | $1,137,497 | $181,896+525.4% | $156,551+626.6% | $273,972+315.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.54% | 30.74%-24.2pp | 32.23%-25.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $15,900 | $6,248+154.5% | $5,501+189.0% | $4,869+226.6% |
| Participant deferral / active EE | $19,929 | $5,550+259.1% | $4,871+309.1% | $5,287+276.9% |
| Admin fee / account holder | $15,428 | $15,560-0.8% | $13,028+18.4% | $10,133+52.3% |