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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 | $1,608,961 | $201,264+699.4% | $184,185+773.6% | $145,978+1002.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.90% | 29.00%-15.1pp | 28.81%-14.9pp | 550.52%-536.6pp |
| Employer contribution / active EE | $25,369 | $7,021+261.3% | $6,426+294.8% | $4,662+444.2% |
| Participant deferral / active EE | $8,742 | $9,806-10.8% | $9,132-4.3% | $6,690+30.7% |
| Admin fee / account holder | $40,245 | $16,376+145.8% | $13,909+189.3% | $13,400+200.3% |