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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 | $336,035 | $109,967+205.6% | $97,197+245.7% | $145,877+130.4% |
| Participation rate | 87.5% | 76.0%+11.5pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 19.29% | 244.27%-225.0pp | 75.47%-56.2pp | 551.28%-532.0pp |
| Employer contribution / active EE | $5,593 | $3,077+81.8% | $2,723+105.4% | $4,663+20.0% |
| Participant deferral / active EE | $10,774 | $4,676+130.4% | $4,263+152.7% | $6,691+61.0% |
| Admin fee / account holder | $25,742 | $6,199+315.3% | $5,637+356.6% | $13,402+92.1% |