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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 | $996,571 | $77,638+1183.6% | $156,551+536.6% | $62,881+1484.9% |
| Participation rate | 96.4% | 71.2%+25.2pp | 84.0%+12.4pp | 69.3%+27.1pp |
| Annual return | 5.54% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $33,747 | $3,444+879.9% | $5,501+513.4% | $2,281+1379.6% |
| Participant deferral / active EE | $20,790 | $3,046+582.7% | $4,871+326.8% | $3,203+549.1% |
| Admin fee / account holder | $1,590 | $5,561-71.4% | $13,028-87.8% | $4,296-63.0% |