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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 | $2,716,373 | $201,372+1248.9% | $184,260+1374.2% | $145,884+1762.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.01% | 29.04%-5.0pp | 28.84%-4.8pp | 551.85%-527.8pp |
| Employer contribution / active EE | $30,897 | $7,024+339.9% | $6,427+380.7% | $4,662+562.7% |
| Participant deferral / active EE | $18,673 | $9,808+90.4% | $9,133+104.5% | $6,690+179.1% |
| Admin fee / account holder | $46,233 | $16,362+182.6% | $13,898+232.7% | $13,392+245.2% |