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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 | $557,129 | $183,592+203.5% | $155,574+258.1% | $145,877+281.9% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 16.79% | 61.37%-44.6pp | 64.87%-48.1pp | 551.28%-534.5pp |
| Employer contribution / active EE | $6,319 | $5,317+18.9% | $4,676+35.1% | $4,663+35.5% |
| Participant deferral / active EE | $11,317 | $6,466+75.0% | $5,629+101.0% | $6,691+69.1% |
| Admin fee / account holder | $118,724 | $19,316+514.6% | $15,914+646.0% | $13,402+785.9% |