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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 | $567,857 | $102,429+454.4% | $147,096+286.0% | $80,925+601.7% |
| Participation rate | 98.1% | 75.9%+22.2pp | 82.2%+15.9pp | 67.7%+30.4pp |
| Annual return | 15.21% | 135.02%-119.8pp | 419.75%-404.5pp | 35.65%-20.4pp |
| Employer contribution / active EE | $14,180 | $3,716+281.6% | $4,936+187.3% | $2,756+414.5% |
| Participant deferral / active EE | $16,283 | $6,649+144.9% | $8,071+101.7% | $4,299+278.8% |
| Admin fee / account holder | $62,901 | $7,957+690.5% | $13,005+383.7% | $6,940+806.3% |