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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 | $338,637 | $202,342+67.4% | $172,752+96.0% | $152,897+121.5% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 25.45% | 1029.83%-1004.4pp | 802.97%-777.5pp | 345.43%-320.0pp |
| Employer contribution / active EE | $2,603 | $5,858-55.6% | $5,144-49.4% | $4,764-45.4% |
| Participant deferral / active EE | $7,155 | $5,948+20.3% | $5,198+37.7% | $5,851+22.3% |
| Admin fee / account holder | $2,424 | $17,111-85.8% | $13,955-82.6% | $11,599-79.1% |