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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 | $916,427 | $217,427+321.5% | $185,837+393.1% | $167,518+447.1% |
| Participation rate | 88.2% | 86.0%+2.2pp | 81.7%+6.5pp | 82.1%+6.1pp |
| Annual return | 12.81% | 148.39%-135.6pp | 122.08%-109.3pp | 478.71%-465.9pp |
| Employer contribution / active EE | $23,531 | $5,874+300.6% | $5,168+355.3% | $4,838+386.3% |
| Participant deferral / active EE | $16,059 | $6,357+152.6% | $5,568+188.4% | $6,342+153.2% |
| Admin fee / account holder | $6,843 | $19,816-65.5% | $16,241-57.9% | $12,312-44.4% |