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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 | $1,583,537 | $76,407+1972.5% | $150,298+953.6% | $82,448+1820.7% |
| Participation rate | 93.5% | 66.4%+27.2pp | 77.8%+15.8pp | 68.1%+25.5pp |
| Annual return | 29.46% | 39.99%-10.5pp | 62.79%-33.3pp | 41.64%-12.2pp |
| Employer contribution / active EE | $38,249 | $2,614+1363.2% | $4,154+820.8% | $2,551+1399.4% |
| Participant deferral / active EE | $22,986 | $3,214+615.1% | $5,453+321.5% | $4,139+455.3% |
| Admin fee / account holder | $468,324 | $6,352+7272.9% | $14,116+3217.7% | $7,234+6373.6% |