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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 | $1,079,624 | $91,179+1084.1% | $178,499+504.8% | $79,852+1252.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.41% | 24.19%-9.8pp | 151.10%-136.7pp | 31.72%-17.3pp |
| Employer contribution / active EE | $42,158 | $3,256+1194.9% | $5,011+741.3% | $2,471+1606.0% |
| Participant deferral / active EE | $10,392 | $3,236+221.2% | $5,202+99.8% | $3,740+177.8% |
| Admin fee / account holder | $32,244 | $6,749+377.8% | $13,986+130.5% | $5,306+507.7% |