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 | $4,842,844 | $183,539+2538.6% | $155,556+3013.2% | $145,897+3219.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.89% | 61.31%-41.4pp | 64.84%-44.9pp | 552.29%-532.4pp |
| Employer contribution / active EE | $21,279 | $5,315+300.3% | $4,675+355.1% | $4,663+356.4% |
| Participant deferral / active EE | $15,250 | $6,467+135.8% | $5,631+170.8% | $6,689+128.0% |
| Admin fee / account holder | $184,041 | $19,275+854.8% | $15,885+1058.6% | $13,390+1274.4% |