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 | $3,381,482 | $217,430+1455.2% | $185,854+1719.4% | $167,560+1918.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.24% | 148.44%-131.2pp | 122.12%-104.9pp | 478.94%-461.7pp |
| Employer contribution / active EE | $11,125 | $5,875+89.4% | $5,169+115.2% | $4,840+129.9% |
| Participant deferral / active EE | $19,340 | $6,357+204.2% | $5,569+247.3% | $6,343+204.9% |
| Admin fee / account holder | $91,626 | $19,821+362.3% | $16,246+464.0% | $12,317+643.9% |