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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 | $2,374,413 | $211,288+1023.8% | $178,540+1229.9% | $145,884+1527.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.64% | 30.27%-13.6pp | 27.15%-10.5pp | 551.85%-535.2pp |
| Employer contribution / active EE | $27,683 | $4,574+505.3% | $3,953+600.3% | $4,662+493.8% |
| Participant deferral / active EE | $18,850 | $6,967+170.6% | $6,281+200.1% | $6,690+181.8% |
| Admin fee / account holder | $1,398 | $12,105-88.5% | $10,424-86.6% | $13,392-89.6% |