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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 | $1,116,902 | $163,487+583.2% | $269,529+314.4% | $132,820+740.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 82.8%+17.2pp | 74.3%+25.7pp |
| Annual return | 15.09% | 15.72%-0.6pp | -4.31%+19.4pp | 14.82%+0.3pp |
| Employer contribution / active EE | $32,200 | $4,877+560.2% | $8,701+270.1% | $4,144+677.0% |
| Participant deferral / active EE | $17,711 | $4,352+306.9% | $4,900+261.4% | $3,980+345.0% |
| Admin fee / account holder | $83,372 | $13,259+528.8% | $15,286+445.4% | $11,722+611.3% |