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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 | $2,810,722 | $108,897+2481.1% | $100,378+2700.1% | $145,877+1826.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.25% | 58.17%-38.9pp | 49.41%-30.2pp | 551.28%-532.0pp |
| Employer contribution / active EE | $11,875 | $4,420+168.7% | $3,942+201.2% | $4,663+154.7% |
| Participant deferral / active EE | $30,500 | $8,455+260.7% | $8,087+277.1% | $6,691+355.9% |
| Admin fee / account holder | $10,670 | $9,690+10.1% | $7,899+35.1% | $13,402-20.4% |