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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 | $1,376,724 | $91,198+1409.6% | $178,503+671.3% | $79,856+1624.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.37% | 24.20%-10.8pp | 151.12%-137.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $29,811 | $3,257+815.4% | $5,011+494.9% | $2,471+1106.3% |
| Participant deferral / active EE | $20,794 | $3,237+542.5% | $5,202+299.7% | $3,741+455.9% |
| Admin fee / account holder | $18,146 | $6,748+168.9% | $13,987+29.7% | $5,306+242.0% |