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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 | $843,739 | $183,592+359.6% | $155,567+442.4% | $145,959+478.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 11.47% | 61.24%-49.8pp | 64.74%-53.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $20,881 | $5,315+292.9% | $4,674+346.7% | $4,661+348.0% |
| Participant deferral / active EE | $22,793 | $6,464+252.6% | $5,628+305.0% | $6,689+240.8% |
| Admin fee / account holder | $281,600 | $19,318+1357.7% | $15,916+1669.2% | $13,398+2001.8% |