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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 | $532,218 | $160,070+232.5% | $147,117+261.8% | $145,897+264.8% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 12.63% | 98.69%-86.1pp | 420.54%-407.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $5,830 | $5,285+10.3% | $4,932+18.2% | $4,663+25.0% |
| Participant deferral / active EE | $10,749 | $8,419+27.7% | $8,065+33.3% | $6,689+60.7% |
| Admin fee / account holder | $43,588 | $15,035+189.9% | $12,993+235.5% | $13,390+225.5% |