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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 | $1,473,597 | $209,874+602.1% | $189,537+677.5% | $167,536+779.6% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 10.41% | 748.61%-738.2pp | 555.34%-544.9pp | 478.82%-468.4pp |
| Employer contribution / active EE | $31,464 | $6,913+355.1% | $6,161+410.7% | $4,839+550.2% |
| Participant deferral / active EE | $19,532 | $8,934+118.6% | $8,220+137.6% | $6,342+208.0% |
| Admin fee / account holder | $38,343 | $14,299+168.2% | $12,048+218.2% | $12,315+211.4% |