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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 | $2,654,731 | $201,344+1218.5% | $184,243+1340.9% | $145,877+1719.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.19% | 29.01%-13.8pp | 28.82%-13.6pp | 551.28%-536.1pp |
| Employer contribution / active EE | $18,673 | $7,022+165.9% | $6,427+190.5% | $4,663+300.5% |
| Participant deferral / active EE | $26,750 | $9,807+172.8% | $9,132+192.9% | $6,691+299.8% |
| Admin fee / account holder | $92,570 | $16,382+465.1% | $13,914+565.3% | $13,402+590.7% |