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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 | $1,581,187 | $201,344+685.3% | $184,243+758.2% | $145,877+983.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.43% | 29.01%-18.6pp | 28.82%-18.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $41,629 | $7,022+492.8% | $6,427+547.7% | $4,663+792.8% |
| Participant deferral / active EE | $25,506 | $9,807+160.1% | $9,132+179.3% | $6,691+281.2% |
| Admin fee / account holder | $10,246 | $16,382-37.5% | $13,914-26.4% | $13,402-23.5% |