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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 | $731,680 | $225,673+224.2% | $203,872+258.9% | $155,188+371.5% |
| Participation rate | 80.0% | 80.3%-0.3pp | 77.8%+2.2pp | 80.8%-0.8pp |
| Annual return | 16.12% | 95.91%-79.8pp | 85.11%-69.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $10,121 | $4,099+146.9% | $3,757+169.4% | $4,248+138.3% |
| Participant deferral / active EE | $14,006 | $6,893+103.2% | $6,388+119.3% | $6,531+114.4% |
| Admin fee / account holder | $15,414 | $12,327+25.0% | $11,730+31.4% | $14,480+6.5% |