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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 | $506,517 | $102,429+394.5% | $147,096+244.3% | $80,925+525.9% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 19.99% | 135.02%-115.0pp | 419.75%-399.8pp | 35.65%-15.7pp |
| Employer contribution / active EE | $5,780 | $3,716+55.6% | $4,936+17.1% | $2,756+109.7% |
| Participant deferral / active EE | $10,092 | $6,649+51.8% | $8,071+25.0% | $4,299+134.8% |
| Admin fee / account holder | $2,430 | $7,957-69.5% | $13,005-81.3% | $6,940-65.0% |