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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 | $2,143,134 | $227,291+842.9% | $214,702+898.2% | $155,188+1281.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 19.65% | 60.08%-40.4pp | 54.55%-34.9pp | 148.84%-129.2pp |
| Employer contribution / active EE | $45,345 | $6,772+569.6% | $6,461+601.9% | $4,248+967.5% |
| Participant deferral / active EE | $31,000 | $9,582+223.5% | $9,147+238.9% | $6,531+374.6% |
| Admin fee / account holder | $10,926 | $20,413-46.5% | $19,830-44.9% | $14,480-24.5% |