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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 | $1,674,123 | $149,040+1023.3% | $120,225+1292.5% | $137,256+1119.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 20.65% | 605.68%-585.0pp | 439.23%-418.6pp | 220.34%-199.7pp |
| Employer contribution / active EE | $32,683 | $4,350+651.3% | $3,475+840.4% | $4,156+686.4% |
| Participant deferral / active EE | $19,130 | $4,655+311.0% | $3,999+378.4% | $6,407+198.6% |
| Admin fee / account holder | $4,168 | $6,348-34.3% | $5,696-26.8% | $12,270-66.0% |