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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 | $900,340 | $81,331+1007.0% | $155,534+478.9% | $80,935+1012.4% |
| Participation rate | 96.8% | 66.3%+30.5pp | 78.2%+18.6pp | 67.7%+29.1pp |
| Annual return | 27.46% | 33.37%-5.9pp | 64.92%-37.5pp | 35.66%-8.2pp |
| Employer contribution / active EE | $9,274 | $3,105+198.7% | $4,675+98.4% | $2,757+236.4% |
| Participant deferral / active EE | $16,496 | $3,454+377.6% | $5,630+193.0% | $4,299+283.7% |
| Admin fee / account holder | $19,010 | $7,999+137.6% | $15,900+19.6% | $6,924+174.5% |