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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 | $1,238,931 | $201,372+515.2% | $184,260+572.4% | $145,884+749.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.07% | 29.04%-11.0pp | 28.84%-10.8pp | 551.85%-533.8pp |
| Employer contribution / active EE | $17,438 | $7,024+148.3% | $6,427+171.3% | $4,662+274.0% |
| Participant deferral / active EE | $27,667 | $9,808+182.1% | $9,133+202.9% | $6,690+313.6% |
| Admin fee / account holder | $2,497 | $16,362-84.7% | $13,898-82.0% | $13,392-81.4% |