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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 | $597,149 | $97,732+511.0% | $83,831+612.3% | $135,380+341.1% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | 8.17% | 1287.56%-1279.4pp | 850.99%-842.8pp | 519.81%-511.6pp |
| Employer contribution / active EE | $13,657 | $4,222+223.5% | $3,631+276.1% | $4,779+185.8% |
| Participant deferral / active EE | $10,317 | $4,683+120.3% | $4,082+152.8% | $5,609+83.9% |
| Admin fee / account holder | $11,272 | $6,675+68.9% | $5,479+105.7% | $10,828+4.1% |