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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 | $741,077 | $150,207+393.4% | $120,380+515.6% | $145,978+407.7% |
| Participation rate | 91.7% | 78.8%+12.9pp | 71.9%+19.8pp | 80.3%+11.4pp |
| Annual return | 12.86% | 154.28%-141.4pp | 107.28%-94.4pp | 550.52%-537.7pp |
| Employer contribution / active EE | $15,625 | $4,351+259.1% | $3,465+351.0% | $4,662+235.2% |
| Participant deferral / active EE | $5,770 | $6,175-6.6% | $4,992+15.6% | $6,690-13.7% |
| Admin fee / account holder | $19,654 | $12,203+61.0% | $9,421+108.6% | $13,400+46.7% |