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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 | $1,027,953 | $209,422+390.9% | $178,503+475.9% | $158,982+546.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.61% | 188.81%-173.2pp | 151.12%-135.5pp | 302.99%-287.4pp |
| Employer contribution / active EE | $3,093 | $5,707-45.8% | $5,011-38.3% | $4,763-35.1% |
| Participant deferral / active EE | $8,770 | $5,955+47.3% | $5,202+68.6% | $5,983+46.6% |
| Admin fee / account holder | $12,676 | $17,079-25.8% | $13,987-9.4% | $11,252+12.7% |