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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 | $1,386,495 | $160,040+766.3% | $147,096+842.6% | $145,877+850.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 12.54% | 98.49%-86.0pp | 419.75%-407.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $26,943 | $5,289+409.4% | $4,936+445.9% | $4,663+477.8% |
| Participant deferral / active EE | $15,789 | $8,429+87.3% | $8,071+95.6% | $6,691+136.0% |
| Admin fee / account holder | $274,820 | $15,050+1726.1% | $13,005+2013.2% | $13,402+1950.6% |