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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 | $2,559,688 | $201,344+1171.3% | $184,243+1289.3% | $145,877+1654.7% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 47.63% | 29.01%+18.6pp | 28.82%+18.8pp | 551.28%-503.7pp |
| Employer contribution / active EE | $17,834 | $7,022+154.0% | $6,427+177.5% | $4,663+282.5% |
| Participant deferral / active EE | $11,075 | $9,807+12.9% | $9,132+21.3% | $6,691+65.5% |
| Admin fee / account holder | $71,236 | $16,382+334.8% | $13,914+412.0% | $13,402+431.5% |