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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 | $623,455 | $227,399+174.2% | $189,758+228.6% | $198,609+213.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 13.90% | 61.03%-47.1pp | 52.62%-38.7pp | 202.70%-188.8pp |
| Employer contribution / active EE | $11,148 | $5,526+101.7% | $4,767+133.9% | $5,055+120.5% |
| Participant deferral / active EE | $13,112 | $6,837+91.8% | $5,856+123.9% | $6,977+87.9% |
| Admin fee / account holder | $19,179 | $25,162-23.8% | $20,388-5.9% | $19,030+0.8% |