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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 | $685,742 | $105,210+551.8% | $159,487+330.0% | $85,851+698.8% |
| Participation rate | 91.8% | 75.8%+16.1pp | 82.8%+9.0pp | 69.3%+22.5pp |
| Annual return | 14.17% | 45.08%-30.9pp | 263.71%-249.5pp | 318.63%-304.5pp |
| Employer contribution / active EE | $17,353 | $3,319+422.8% | $4,831+259.2% | $2,565+576.4% |
| Participant deferral / active EE | $10,910 | $5,946+83.5% | $7,354+48.4% | $3,952+176.0% |
| Admin fee / account holder | $9,955 | $6,934+43.6% | $10,804-7.9% | $6,261+59.0% |