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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 | $1,314,240 | $86,050+1427.3% | $189,758+592.6% | $94,015+1297.9% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 12.57% | 17.77%-5.2pp | 52.62%-40.0pp | 17.84%-5.3pp |
| Employer contribution / active EE | $41,783 | $2,819+1382.1% | $4,767+776.6% | $2,790+1397.5% |
| Participant deferral / active EE | $26,988 | $3,349+705.9% | $5,856+360.9% | $4,249+535.1% |
| Admin fee / account holder | $81,296 | $6,627+1126.8% | $20,388+298.7% | $8,951+808.2% |