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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 | $283,730 | $154,228+84.0% | $145,433+95.1% | $137,256+106.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.16% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $13,104 | $4,804+172.8% | $4,554+187.7% | $4,156+215.3% |
| Participant deferral / active EE | $9,741 | $8,216+18.6% | $7,897+23.3% | $6,407+52.0% |
| Admin fee / account holder | $51,880 | $14,344+261.7% | $13,129+295.2% | $12,270+322.8% |