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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 | $4,959,071 | $174,379+2743.8% | $152,093+3160.6% | $138,895+3470.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.73% | 74.86%-60.1pp | 66.36%-51.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $27,119 | $4,652+483.0% | $4,175+549.6% | $4,194+546.6% |
| Participant deferral / active EE | $11,750 | $6,159+90.8% | $5,451+115.5% | $6,396+83.7% |
| Admin fee / account holder | $97,147 | $16,880+475.5% | $14,497+570.1% | $12,562+673.3% |