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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 | $1,619,532 | $185,312+774.0% | $161,489+902.9% | $154,746+946.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.67% | 103.84%-93.2pp | 89.72%-79.1pp | 172.34%-161.7pp |
| Employer contribution / active EE | $26,210 | $4,769+449.6% | $4,268+514.1% | $4,379+498.5% |
| Participant deferral / active EE | $16,610 | $6,350+161.6% | $5,630+195.0% | $6,730+146.8% |
| Admin fee / account holder | $2,546 | $18,654-86.4% | $16,006-84.1% | $14,365-82.3% |