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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 | $522,828 | $159,978+226.8% | $147,041+255.6% | $145,978+258.2% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 12.79% | 98.36%-85.6pp | 419.21%-406.4pp | 550.52%-537.7pp |
| Employer contribution / active EE | $7,230 | $5,288+36.7% | $4,935+46.5% | $4,662+55.1% |
| Participant deferral / active EE | $14,008 | $8,429+66.2% | $8,071+73.6% | $6,690+109.4% |
| Admin fee / account holder | $14,613 | $15,053-2.9% | $13,006+12.4% | $13,400+9.0% |