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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 | $593,553 | $160,070+270.8% | $147,117+303.5% | $145,897+306.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.41% | 98.69%-86.3pp | 420.54%-408.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $3,720 | $5,285-29.6% | $4,932-24.6% | $4,663-20.2% |
| Participant deferral / active EE | $11,647 | $8,419+38.3% | $8,065+44.4% | $6,689+74.1% |
| Admin fee / account holder | $245,774 | $15,035+1534.6% | $12,993+1791.6% | $13,390+1735.5% |