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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 | $1,106,036 | $183,627+502.3% | $155,602+610.8% | $145,978+657.7% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 18.63% | 61.32%-42.7pp | 64.81%-46.2pp | 550.52%-531.9pp |
| Employer contribution / active EE | $23,140 | $5,316+335.3% | $4,675+395.0% | $4,662+396.4% |
| Participant deferral / active EE | $14,752 | $6,466+128.2% | $5,629+162.1% | $6,690+120.5% |
| Admin fee / account holder | $196,819 | $19,327+918.3% | $15,923+1136.0% | $13,400+1368.8% |