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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 | $1,269,534 | $160,040+693.3% | $147,096+763.1% | $145,877+770.3% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.2%+2.8pp | 80.3%+4.7pp |
| Annual return | 12.93% | 98.49%-85.6pp | 419.75%-406.8pp | 551.28%-538.4pp |
| Employer contribution / active EE | $15,198 | $5,289+187.3% | $4,936+207.9% | $4,663+225.9% |
| Participant deferral / active EE | $17,829 | $8,429+111.5% | $8,071+120.9% | $6,691+166.5% |
| Admin fee / account holder | $63,936 | $15,050+324.8% | $13,005+391.6% | $13,402+377.1% |