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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 | $1,638,828 | $117,846+1290.7% | $102,434+1499.9% | $145,884+1023.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 67.23% | 31.90%+35.3pp | 29.46%+37.8pp | 551.85%-484.6pp |
| Employer contribution / active EE | $20,772 | $3,615+474.6% | $3,023+587.1% | $4,662+345.5% |
| Participant deferral / active EE | $24,633 | $5,733+329.6% | $5,055+387.3% | $6,690+268.2% |
| Admin fee / account holder | $6,811 | $13,356-49.0% | $9,462-28.0% | $13,392-49.1% |