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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 | $1,784,372 | $225,673+690.7% | $203,872+775.2% | $155,188+1049.8% |
| Participation rate | 80.0% | 80.3%-0.3pp | 77.8%+2.2pp | 80.8%-0.8pp |
| Annual return | 17.33% | 95.91%-78.6pp | 85.11%-67.8pp | 148.84%-131.5pp |
| Employer contribution / active EE | $12,000 | $4,099+192.8% | $3,757+219.4% | $4,248+182.5% |
| Participant deferral / active EE | $12,400 | $6,893+79.9% | $6,388+94.1% | $6,531+89.9% |
| Admin fee / account holder | $16,188 | $12,327+31.3% | $11,730+38.0% | $14,480+11.8% |