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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 | $615,898 | $209,336+194.2% | $197,124+212.4% | $137,256+348.7% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 15.63% | 48.09%-32.5pp | 44.34%-28.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $10,607 | $6,591+60.9% | $6,227+70.3% | $4,156+155.2% |
| Participant deferral / active EE | $22,305 | $9,614+132.0% | $9,135+144.2% | $6,407+248.2% |
| Admin fee / account holder | $65,186 | $17,308+276.6% | $16,298+300.0% | $12,270+431.3% |