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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 | $349,059 | $154,228+126.3% | $145,433+140.0% | $137,256+154.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.09% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $8,904 | $4,804+85.3% | $4,554+95.5% | $4,156+114.2% |
| Participant deferral / active EE | $10,929 | $8,216+33.0% | $7,897+38.4% | $6,407+70.6% |
| Admin fee / account holder | $155,297 | $14,344+982.7% | $13,129+1082.9% | $12,270+1165.7% |