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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 | $937,827 | $81,233+1054.5% | $155,567+502.8% | $80,874+1059.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.08% | 33.33%-17.3pp | 64.74%-48.7pp | 35.62%-19.5pp |
| Employer contribution / active EE | $49,338 | $3,101+1491.1% | $4,674+955.6% | $2,756+1690.4% |
| Participant deferral / active EE | $19,587 | $3,452+467.4% | $5,628+248.0% | $4,297+355.8% |
| Admin fee / account holder | $10,703 | $7,998+33.8% | $15,916-32.8% | $6,935+54.3% |