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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 | $2,321,559 | $105,145+2108.0% | $94,664+2352.4% | $139,466+1564.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 309.29% | 38.09%+271.2pp | 156.84%+152.5pp | 373.66%-64.4pp |
| Employer contribution / active EE | $11,875 | $4,107+189.1% | $3,673+223.3% | $4,754+149.8% |
| Participant deferral / active EE | $30,000 | $7,599+294.8% | $7,417+304.5% | $6,712+347.0% |
| Admin fee / account holder | $654 | $8,972-92.7% | $7,222-91.0% | $11,409-94.3% |