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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 | $3,244,184 | $183,592+1667.1% | $155,567+1985.4% | $145,959+2122.7% |
| Participation rate | 73.3% | 82.7%-9.3pp | 78.2%-4.9pp | 80.3%-7.0pp |
| Annual return | 25.27% | 61.24%-36.0pp | 64.74%-39.5pp | 561.95%-536.7pp |
| Employer contribution / active EE | $19,406 | $5,315+265.1% | $4,674+315.2% | $4,661+316.4% |
| Participant deferral / active EE | $17,092 | $6,464+164.4% | $5,628+203.7% | $6,689+155.5% |
| Admin fee / account holder | $12,862 | $19,318-33.4% | $15,916-19.2% | $13,398-4.0% |