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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 | $183,516+271.7% | $155,534+338.5% | $145,884+367.5% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 21.47% | 61.43%-40.0pp | 64.92%-43.4pp | 551.85%-530.4pp |
| Employer contribution / active EE | $6,530 | $5,315+22.9% | $4,675+39.7% | $4,662+40.1% |
| Participant deferral / active EE | $5,016 | $6,467-22.4% | $5,630-10.9% | $6,690-25.0% |
| Admin fee / account holder | $41,220 | $19,293+113.6% | $15,900+159.2% | $13,392+207.8% |