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 | $3,495,014 | $209,424+1568.9% | $178,510+1857.9% | $158,988+2098.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 46.67% | 188.82%-142.1pp | 151.13%-104.5pp | 303.00%-256.3pp |
| Employer contribution / active EE | $25,409 | $5,707+345.2% | $5,011+407.0% | $4,763+433.5% |
| Participant deferral / active EE | $20,091 | $5,955+237.4% | $5,202+286.2% | $5,983+235.8% |
| Admin fee / account holder | $70,882 | $17,080+315.0% | $13,988+406.7% | $11,252+529.9% |