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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 | $959,564 | $76,407+1155.9% | $150,298+538.4% | $82,448+1063.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 27.12% | 39.99%-12.9pp | 62.79%-35.7pp | 41.64%-14.5pp |
| Employer contribution / active EE | $42,141 | $2,614+1512.1% | $4,154+914.4% | $2,551+1552.0% |
| Participant deferral / active EE | $24,578 | $3,214+664.6% | $5,453+350.8% | $4,139+493.8% |
| Admin fee / account holder | $30,890 | $6,352+386.3% | $14,116+118.8% | $7,234+327.0% |