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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 | $1,106,574 | $145,431+660.9% | $211,142+424.1% | $87,485+1164.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 18.34% | 27.21%-8.9pp | 46.84%-28.5pp | 26.06%-7.7pp |
| Employer contribution / active EE | $39,172 | $4,662+740.3% | $6,442+508.1% | $2,596+1408.8% |
| Participant deferral / active EE | $24,407 | $6,859+255.9% | $9,284+162.9% | $4,274+471.1% |
| Admin fee / account holder | $46,741 | $17,052+174.1% | $19,076+145.0% | $7,775+501.2% |