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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 | $442,240 | $73,546+501.3% | $63,018+601.8% | $147,586+199.6% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.8%+15.2pp | 82.8%+7.2pp |
| Annual return | 15.54% | 175.56%-160.0pp | 87.62%-72.1pp | 578.59%-563.0pp |
| Employer contribution / active EE | $3,835 | $3,324+15.4% | $2,761+38.9% | $4,876-21.4% |
| Participant deferral / active EE | $11,926 | $4,185+185.0% | $3,330+258.2% | $5,439+119.3% |
| Admin fee / account holder | $15,732 | $5,956+164.1% | $3,601+336.9% | $10,886+44.5% |