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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 | $1,224,353 | $75,541+1520.8% | $152,093+705.0% | $82,637+1381.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.80% | 32.56%-13.8pp | 66.36%-47.6pp | 53.51%-34.7pp |
| Employer contribution / active EE | $21,784 | $2,622+730.7% | $4,175+421.8% | $2,552+753.6% |
| Participant deferral / active EE | $15,157 | $3,206+372.8% | $5,451+178.0% | $4,126+267.4% |
| Admin fee / account holder | $27,040 | $6,405+322.2% | $14,497+86.5% | $7,339+268.5% |