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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 | $702,211 | $160,070+338.7% | $147,117+377.3% | $145,897+381.3% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 12.41% | 98.69%-86.3pp | 420.54%-408.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $23,061 | $5,285+336.4% | $4,932+367.5% | $4,663+394.6% |
| Participant deferral / active EE | $12,227 | $8,419+45.2% | $8,065+51.6% | $6,689+82.8% |
| Admin fee / account holder | $16,519 | $15,035+9.9% | $12,993+27.1% | $13,390+23.4% |