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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 | $3,625,636 | $201,370+1700.5% | $184,256+1867.7% | $145,897+2385.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.49% | 29.05%-16.6pp | 28.85%-16.4pp | 552.29%-539.8pp |
| Employer contribution / active EE | $13,500 | $7,024+92.2% | $6,427+110.0% | $4,663+189.5% |
| Participant deferral / active EE | $26,750 | $9,808+172.7% | $9,133+192.9% | $6,689+299.9% |
| Admin fee / account holder | $173,797 | $16,364+962.1% | $13,899+1150.4% | $13,390+1197.9% |