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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 | $637,178 | $159,978+298.3% | $147,041+333.3% | $145,978+336.5% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+14.9pp |
| Annual return | 16.89% | 98.36%-81.5pp | 419.21%-402.3pp | 550.52%-533.6pp |
| Employer contribution / active EE | $5,380 | $5,288+1.7% | $4,935+9.0% | $4,662+15.4% |
| Participant deferral / active EE | $27,117 | $8,429+221.7% | $8,071+236.0% | $6,690+305.4% |
| Admin fee / account holder | $55,501 | $15,053+268.7% | $13,006+326.7% | $13,400+314.2% |