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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 | $1,515,993 | $112,729+1244.8% | $98,716+1435.7% | $137,256+1004.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.34% | 38.48%-25.1pp | 31.81%-18.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $26,997 | $2,725+890.6% | $2,279+1084.8% | $4,156+549.6% |
| Participant deferral / active EE | $15,500 | $4,640+234.0% | $4,048+282.9% | $6,407+141.9% |
| Admin fee / account holder | $12,046 | $10,129+18.9% | $8,703+38.4% | $12,270-1.8% |