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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 | $391,901 | $175,231+123.6% | $149,696+161.8% | $139,466+181.0% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.3pp | 80.3%+13.8pp |
| Annual return | 17.19% | 166.77%-149.6pp | 134.46%-117.3pp | 373.66%-356.5pp |
| Employer contribution / active EE | $27,770 | $5,478+406.9% | $4,821+476.1% | $4,754+484.2% |
| Participant deferral / active EE | $20,134 | $6,521+208.7% | $5,682+254.3% | $6,712+200.0% |
| Admin fee / account holder | $77,874 | $16,155+382.0% | $13,212+489.4% | $11,409+582.6% |