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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 | $2,873,472 | $211,288+1260.0% | $178,540+1509.4% | $145,884+1869.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.67% | 30.27%-19.6pp | 27.15%-16.5pp | 551.85%-541.2pp |
| Employer contribution / active EE | $15,415 | $4,574+237.0% | $3,953+290.0% | $4,662+230.6% |
| Participant deferral / active EE | $30,480 | $6,967+337.5% | $6,281+385.3% | $6,690+355.6% |
| Admin fee / account holder | $314,111 | $12,105+2494.8% | $10,424+2913.3% | $13,392+2245.5% |