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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 | $3,756,445 | $172,111+2082.6% | $150,298+2399.3% | $137,256+2636.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.93% | 69.37%-53.4pp | 62.79%-46.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $27,371 | $4,636+490.4% | $4,154+558.9% | $4,156+558.6% |
| Participant deferral / active EE | $15,500 | $6,166+151.4% | $5,453+184.3% | $6,407+141.9% |
| Admin fee / account holder | $124,564 | $16,471+656.3% | $14,116+782.4% | $12,270+915.2% |