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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 | $1,248,671 | $81,276+1436.3% | $155,574+702.6% | $80,925+1443.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 21.55% | 33.36%-11.8pp | 64.87%-43.3pp | 35.65%-14.1pp |
| Employer contribution / active EE | $45,942 | $3,103+1380.6% | $4,676+882.6% | $2,756+1566.8% |
| Participant deferral / active EE | $13,150 | $3,453+280.8% | $5,629+133.6% | $4,299+205.9% |
| Admin fee / account holder | $42,311 | $7,993+429.3% | $15,914+165.9% | $6,940+509.7% |