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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 | $1,251,068 | $178,174+602.2% | $156,181+701.0% | $137,256+811.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 22.34% | 84.19%-61.8pp | 64.87%-42.5pp | 220.34%-198.0pp |
| Employer contribution / active EE | $21,360 | $4,972+329.6% | $4,294+397.5% | $4,156+414.0% |
| Participant deferral / active EE | $16,753 | $6,888+143.2% | $6,132+173.2% | $6,407+161.5% |
| Admin fee / account holder | $2,414 | $17,404-86.1% | $14,586-83.4% | $12,270-80.3% |