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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 | $1,049,227 | $174,379+501.7% | $152,093+589.9% | $138,895+655.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.26% | 74.86%-54.6pp | 66.36%-46.1pp | 145.39%-125.1pp |
| Employer contribution / active EE | $11,223 | $4,652+141.3% | $4,175+168.8% | $4,194+167.6% |
| Participant deferral / active EE | $7,150 | $6,159+16.1% | $5,451+31.2% | $6,396+11.8% |
| Admin fee / account holder | $2,820 | $16,880-83.3% | $14,497-80.5% | $12,562-77.6% |