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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 | $559,867 | $160,040+249.8% | $147,096+280.6% | $145,877+283.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.24% | 98.49%-81.3pp | 419.75%-402.5pp | 551.28%-534.0pp |
| Employer contribution / active EE | $4,061 | $5,289-23.2% | $4,936-17.7% | $4,663-12.9% |
| Participant deferral / active EE | $13,786 | $8,429+63.6% | $8,071+70.8% | $6,691+106.0% |
| Admin fee / account holder | $105,131 | $15,050+598.5% | $13,005+708.4% | $13,402+684.4% |