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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 | $2,419,497 | $183,516+1218.4% | $155,534+1455.6% | $145,884+1558.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.32% | 61.43%-49.1pp | 64.92%-52.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $14,360 | $5,315+170.2% | $4,675+207.2% | $4,662+208.0% |
| Participant deferral / active EE | $16,572 | $6,467+156.3% | $5,630+194.3% | $6,690+147.7% |
| Admin fee / account holder | $21,880 | $19,293+13.4% | $15,900+37.6% | $13,392+63.4% |