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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 | $255,109 | $127,790+99.6% | $106,555+139.4% | $167,536+52.3% |
| Participation rate | 95.2% | 78.3%+17.0pp | 76.1%+19.1pp | 82.1%+13.1pp |
| Annual return | 16.81% | 33.88%-17.1pp | 26.80%-10.0pp | 478.82%-462.0pp |
| Employer contribution / active EE | $9,267 | $3,428+170.4% | $2,819+228.7% | $4,839+91.5% |
| Participant deferral / active EE | $7,579 | $5,088+49.0% | $4,399+72.3% | $6,342+19.5% |
| Admin fee / account holder | $16,773 | $11,229+49.4% | $7,408+126.4% | $12,315+36.2% |