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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 | $388,650 | $166,131+133.9% | $164,975+135.6% | $145,877+166.4% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 14.19% | 100.37%-86.2pp | 70.12%-55.9pp | 551.28%-537.1pp |
| Employer contribution / active EE | $11,465 | $5,276+117.3% | $4,343+164.0% | $4,663+145.9% |
| Participant deferral / active EE | $12,858 | $6,962+84.7% | $6,033+113.1% | $6,691+92.2% |
| Admin fee / account holder | $17,313 | $16,648+4.0% | $12,688+36.4% | $13,402+29.2% |