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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 | $2,018,082 | $150,445+1241.4% | $136,297+1380.7% | $147,585+1267.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.54% | 1049.14%-1025.6pp | 5156.16%-5132.6pp | 578.57%-555.0pp |
| Employer contribution / active EE | $36,000 | $5,256+584.9% | $4,696+666.7% | $4,876+638.3% |
| Participant deferral / active EE | $24,000 | $6,631+262.0% | $6,247+284.2% | $5,439+341.3% |
| Admin fee / account holder | $26,941 | $10,906+147.0% | $9,244+191.5% | $10,885+147.5% |