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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 | $3,071,265 | $201,344+1425.4% | $184,243+1567.0% | $145,877+2005.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.52% | 29.01%+1.5pp | 28.82%+1.7pp | 551.28%-520.8pp |
| Employer contribution / active EE | $31,159 | $7,022+343.7% | $6,427+384.8% | $4,663+568.2% |
| Participant deferral / active EE | $17,384 | $9,807+77.3% | $9,132+90.4% | $6,691+159.8% |
| Admin fee / account holder | $31,827 | $16,382+94.3% | $13,914+128.7% | $13,402+137.5% |