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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 | $1,049,835 | $80,812+1199.1% | $160,784+552.9% | $82,448+1173.3% |
| Participation rate | 86.2% | 66.2%+20.0pp | 77.0%+9.3pp | 68.1%+18.1pp |
| Annual return | 13.80% | 100.59%-86.8pp | 1803.92%-1790.1pp | 41.64%-27.8pp |
| Employer contribution / active EE | $6,014 | $2,174+176.7% | $3,733+61.1% | $2,551+135.8% |
| Participant deferral / active EE | $12,418 | $4,335+186.4% | $6,293+97.3% | $4,139+200.0% |
| Admin fee / account holder | $83,611 | $7,695+986.5% | $9,717+760.5% | $7,234+1055.7% |