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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 | $581,001 | $176,105+229.9% | $159,474+264.3% | $167,536+246.8% |
| Participation rate | 94.4% | 85.0%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 10.81% | 331.91%-321.1pp | 263.68%-252.9pp | 478.82%-468.0pp |
| Employer contribution / active EE | $13,215 | $5,299+149.4% | $4,831+173.6% | $4,839+173.1% |
| Participant deferral / active EE | $12,499 | $7,751+61.3% | $7,353+70.0% | $6,342+97.1% |
| Admin fee / account holder | $9,938 | $12,559-20.9% | $10,802-8.0% | $12,315-19.3% |