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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 | $2,549,926 | $175,231+1355.2% | $149,696+1603.4% | $139,466+1728.3% |
| Participation rate | 73.3% | 83.4%-10.1pp | 78.8%-5.4pp | 80.3%-7.0pp |
| Annual return | 13.18% | 166.77%-153.6pp | 134.46%-121.3pp | 373.66%-360.5pp |
| Employer contribution / active EE | $18,320 | $5,478+234.4% | $4,821+280.0% | $4,754+285.4% |
| Participant deferral / active EE | $16,267 | $6,521+149.4% | $5,682+186.3% | $6,712+142.4% |
| Admin fee / account holder | $5,423 | $16,155-66.4% | $13,212-59.0% | $11,409-52.5% |