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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 | $1,685,165 | $84,236+1900.5% | $170,435+888.7% | $70,126+2303.1% |
| Participation rate | 97.2% | 70.8%+26.4pp | 83.6%+13.6pp | 69.5%+27.7pp |
| Annual return | 25.89% | 23.06%+2.8pp | 205.94%-180.1pp | 73.15%-47.3pp |
| Employer contribution / active EE | $28,648 | $3,387+745.8% | $5,432+427.4% | $2,343+1123.0% |
| Participant deferral / active EE | $16,683 | $3,086+440.6% | $4,939+237.8% | $3,332+400.7% |
| Admin fee / account holder | $15,578 | $5,698+173.4% | $13,881+12.2% | $4,645+235.3% |