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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 | $733,180 | $105,200+596.9% | $159,474+359.8% | $85,847+754.1% |
| Participation rate | 94.4% | 75.8%+18.7pp | 82.8%+11.6pp | 69.3%+25.1pp |
| Annual return | 19.47% | 45.08%-25.6pp | 263.68%-244.2pp | 318.61%-299.1pp |
| Employer contribution / active EE | $14,756 | $3,319+344.6% | $4,831+205.5% | $2,565+475.2% |
| Participant deferral / active EE | $13,789 | $5,946+131.9% | $7,353+87.5% | $3,952+248.9% |
| Admin fee / account holder | $10,208 | $6,934+47.2% | $10,802-5.5% | $6,261+63.0% |