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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 | $805,421 | $175,257+359.6% | $149,717+438.0% | $139,456+477.5% |
| Participation rate | 95.5% | 83.4%+12.1pp | 78.8%+16.7pp | 80.3%+15.1pp |
| Annual return | 24.86% | 166.70%-141.8pp | 134.41%-109.6pp | 373.45%-348.6pp |
| Employer contribution / active EE | $29,160 | $5,477+432.4% | $4,820+505.0% | $4,753+513.6% |
| Participant deferral / active EE | $20,676 | $6,521+217.1% | $5,682+263.9% | $6,711+208.1% |
| Admin fee / account holder | $105,190 | $16,156+551.1% | $13,213+696.1% | $11,407+822.2% |