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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 | $411,893 | $154,228+167.1% | $145,433+183.2% | $137,256+200.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.34% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $6,253 | $4,804+30.2% | $4,554+37.3% | $4,156+50.5% |
| Participant deferral / active EE | $16,004 | $8,216+94.8% | $7,897+102.7% | $6,407+149.8% |
| Admin fee / account holder | $18,250 | $14,344+27.2% | $13,129+39.0% | $12,270+48.7% |