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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 | $2,383,334 | $109,967+2067.3% | $97,197+2352.1% | $145,877+1533.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 31.59% | 244.27%-212.7pp | 75.47%-43.9pp | 551.28%-519.7pp |
| Employer contribution / active EE | $25,703 | $3,077+735.4% | $2,723+844.0% | $4,663+451.2% |
| Participant deferral / active EE | $5,000 | $4,676+6.9% | $4,263+17.3% | $6,691-25.3% |
| Admin fee / account holder | $64,824 | $6,199+945.7% | $5,637+1049.9% | $13,402+383.7% |