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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 | $624,506 | $102,382+510.0% | $147,005+324.8% | $80,874+672.2% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.2%+9.1pp | 67.6%+23.6pp |
| Annual return | 12.68% | 134.89%-122.2pp | 418.76%-406.1pp | 35.62%-22.9pp |
| Employer contribution / active EE | $11,969 | $3,715+222.2% | $4,934+142.6% | $2,756+334.4% |
| Participant deferral / active EE | $11,720 | $6,646+76.3% | $8,070+45.2% | $4,297+172.8% |
| Admin fee / account holder | $8,690 | $7,942+9.4% | $13,006-33.2% | $6,935+25.3% |