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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 | $713,114 | $209,422+240.5% | $178,503+299.5% | $158,982+348.6% |
| Participation rate | 94.4% | 86.4%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 21.31% | 188.81%-167.5pp | 151.12%-129.8pp | 302.99%-281.7pp |
| Employer contribution / active EE | $16,723 | $5,707+193.0% | $5,011+233.7% | $4,763+251.1% |
| Participant deferral / active EE | $10,981 | $5,955+84.4% | $5,202+111.1% | $5,983+83.5% |
| Admin fee / account holder | $12,854 | $17,079-24.7% | $13,987-8.1% | $11,252+14.2% |