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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 | $533,376 | $160,028+233.3% | $147,080+262.6% | $145,884+265.6% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 18.62% | 98.60%-80.0pp | 420.17%-401.5pp | 551.85%-533.2pp |
| Employer contribution / active EE | $9,487 | $5,286+79.5% | $4,933+92.3% | $4,662+103.5% |
| Participant deferral / active EE | $10,631 | $8,422+26.2% | $8,066+31.8% | $6,690+58.9% |
| Admin fee / account holder | $17,621 | $15,030+17.2% | $12,989+35.7% | $13,392+31.6% |