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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 | $4,469,107 | $223,823+1896.7% | $211,142+2016.6% | $154,746+2788.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 22.14% | 50.39%-28.3pp | 46.84%-24.7pp | 172.34%-150.2pp |
| Employer contribution / active EE | $13,650 | $6,787+101.1% | $6,442+111.9% | $4,379+211.7% |
| Participant deferral / active EE | $27,250 | $9,750+179.5% | $9,284+193.5% | $6,730+304.9% |
| Admin fee / account holder | $314 | $19,707-98.4% | $19,076-98.4% | $14,365-97.8% |