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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 | $795,448 | $81,276+878.7% | $155,574+411.3% | $80,925+882.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.35% | 33.36%-16.0pp | 64.87%-47.5pp | 35.65%-18.3pp |
| Employer contribution / active EE | $52,843 | $3,103+1603.0% | $4,676+1030.1% | $2,756+1817.2% |
| Participant deferral / active EE | $5,376 | $3,453+55.7% | $5,629-4.5% | $4,299+25.1% |
| Admin fee / account holder | $36,511 | $7,993+356.8% | $15,914+129.4% | $6,940+426.1% |