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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 | $815,450 | $166,268+390.4% | $165,100+393.9% | $145,897+458.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 15.75% | 100.52%-84.8pp | 70.21%-54.5pp | 552.29%-536.5pp |
| Employer contribution / active EE | $12,493 | $5,284+136.4% | $4,348+187.3% | $4,663+167.9% |
| Participant deferral / active EE | $15,687 | $6,964+125.2% | $6,035+159.9% | $6,689+134.5% |
| Admin fee / account holder | $1,954 | $16,659-88.3% | $12,696-84.6% | $13,390-85.4% |