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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 | $266,011 | $157,296+69.1% | $141,191+88.4% | $152,897+74.0% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.5%+13.4pp |
| Annual return | 23.79% | 64.34%-40.5pp | 71.41%-47.6pp | 345.43%-321.6pp |
| Employer contribution / active EE | $11,600 | $5,262+120.4% | $4,736+144.9% | $4,764+143.5% |
| Participant deferral / active EE | $8,237 | $7,111+15.8% | $6,710+22.8% | $5,851+40.8% |
| Admin fee / account holder | $6,760 | $12,125-44.2% | $10,264-34.1% | $11,599-41.7% |