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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 | $758,290 | $105,200+620.8% | $159,474+375.5% | $85,847+783.3% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.8%+14.1pp | 69.3%+27.7pp |
| Annual return | 20.82% | 45.08%-24.3pp | 263.68%-242.9pp | 318.61%-297.8pp |
| Employer contribution / active EE | $14,842 | $3,319+347.2% | $4,831+207.2% | $2,565+478.5% |
| Participant deferral / active EE | $11,132 | $5,946+87.2% | $7,353+51.4% | $3,952+181.7% |
| Admin fee / account holder | $34,734 | $6,934+400.9% | $10,802+221.5% | $6,261+454.8% |