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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 | $918,368 | $183,539+400.4% | $155,556+490.4% | $145,897+529.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 34.77% | 61.31%-26.5pp | 64.84%-30.1pp | 552.29%-517.5pp |
| Employer contribution / active EE | $25,599 | $5,315+381.6% | $4,675+447.5% | $4,663+449.0% |
| Participant deferral / active EE | $18,722 | $6,467+189.5% | $5,631+232.5% | $6,689+179.9% |
| Admin fee / account holder | $447 | $19,275-97.7% | $15,885-97.2% | $13,390-96.7% |