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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 | $463,242 | $160,040+189.5% | $147,096+214.9% | $145,877+217.6% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 10.88% | 98.49%-87.6pp | 419.75%-408.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $9,167 | $5,289+73.3% | $4,936+85.7% | $4,663+96.6% |
| Participant deferral / active EE | $6,681 | $8,429-20.7% | $8,071-17.2% | $6,691-0.1% |
| Admin fee / account holder | $6,257 | $15,050-58.4% | $13,005-51.9% | $13,402-53.3% |