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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 | $682,053 | $183,592+271.5% | $155,574+338.4% | $145,877+367.6% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 21.47% | 61.37%-39.9pp | 64.87%-43.4pp | 551.28%-529.8pp |
| Employer contribution / active EE | $6,530 | $5,317+22.8% | $4,676+39.6% | $4,663+40.0% |
| Participant deferral / active EE | $5,016 | $6,466-22.4% | $5,629-10.9% | $6,691-25.0% |
| Admin fee / account holder | $41,220 | $19,316+113.4% | $15,914+159.0% | $13,402+207.6% |