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 | $2,197,930 | $217,430+910.9% | $185,854+1082.6% | $167,560+1211.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 28.75% | 148.44%-119.7pp | 122.12%-93.4pp | 478.94%-450.2pp |
| Employer contribution / active EE | $17,858 | $5,875+204.0% | $5,169+245.5% | $4,840+269.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $74,557 | $19,821+276.2% | $16,246+358.9% | $12,317+505.3% |