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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 | $1,261,966 | $77,920+1519.6% | $149,723+742.9% | $75,177+1578.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.58% | 31.72%-16.1pp | 134.50%-118.9pp | 160.75%-145.2pp |
| Employer contribution / active EE | $33,385 | $3,138+963.8% | $4,821+592.5% | $2,671+1149.9% |
| Participant deferral / active EE | $25,167 | $3,411+637.7% | $5,682+342.9% | $4,126+509.9% |
| Admin fee / account holder | $8,262 | $5,951+38.8% | $13,215-37.5% | $5,651+46.2% |