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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 | $374,683 | $102,696+264.8% | $86,235+334.5% | $139,487+168.6% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.0%+22.0pp | 80.3%+10.6pp |
| Annual return | 16.04% | 1925.91%-1909.9pp | 1170.03%-1154.0pp | 373.84%-357.8pp |
| Employer contribution / active EE | $4,543 | $3,034+49.7% | $2,381+90.8% | $4,755-4.5% |
| Participant deferral / active EE | $3,976 | $4,679-15.0% | $3,987-0.3% | $6,713-40.8% |
| Admin fee / account holder | $2,736 | $8,667-68.4% | $6,856-60.1% | $11,407-76.0% |