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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 | $1,401,958 | $154,228+809.0% | $145,433+864.0% | $137,256+921.4% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 13.12% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $11,113 | $4,804+131.3% | $4,554+144.0% | $4,156+167.4% |
| Participant deferral / active EE | $8,993 | $8,216+9.5% | $7,897+13.9% | $6,407+40.4% |
| Admin fee / account holder | $37,085 | $14,344+158.5% | $13,129+182.5% | $12,270+202.2% |