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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 | $345,519 | $101,672+239.8% | $147,117+134.9% | $74,478+363.9% |
| Participation rate | 89.4% | 75.5%+13.8pp | 82.2%+7.2pp | 67.2%+22.2pp |
| Annual return | 15.83% | 8757.83%-8742.0pp | 420.54%-404.7pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $8,790 | $3,813+130.5% | $4,932+78.2% | $2,626+234.7% |
| Participant deferral / active EE | $12,543 | $7,305+71.7% | $8,065+55.5% | $4,350+188.3% |
| Admin fee / account holder | $29,589 | $1,753+1587.7% | $12,993+127.7% | $1,946+1420.6% |