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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 | $970,094 | $76,407+1169.6% | $150,298+545.4% | $82,448+1076.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.06% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $31,892 | $2,614+1120.0% | $4,154+667.7% | $2,551+1150.2% |
| Participant deferral / active EE | $19,116 | $3,214+494.7% | $5,453+250.6% | $4,139+361.8% |
| Admin fee / account holder | $90,127 | $6,352+1318.9% | $14,116+538.5% | $7,234+1145.8% |