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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 | $1,051,001 | $81,331+1192.2% | $155,534+575.7% | $80,935+1198.6% |
| Participation rate | 94.1% | 66.3%+27.9pp | 78.2%+15.9pp | 67.7%+26.5pp |
| Annual return | 17.61% | 33.37%-15.8pp | 64.92%-47.3pp | 35.66%-18.0pp |
| Employer contribution / active EE | $28,359 | $3,105+813.4% | $4,675+506.6% | $2,757+928.7% |
| Participant deferral / active EE | $20,174 | $3,454+484.0% | $5,630+258.3% | $4,299+369.2% |
| Admin fee / account holder | $2,434 | $7,999-69.6% | $15,900-84.7% | $6,924-64.9% |