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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 | $443,553 | $160,070+177.1% | $147,117+201.5% | $145,897+204.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.56% | 98.69%-87.1pp | 420.54%-409.0pp | 552.29%-540.7pp |
| Employer contribution / active EE | $5,207 | $5,285-1.5% | $4,932+5.6% | $4,663+11.7% |
| Participant deferral / active EE | $11,651 | $8,419+38.4% | $8,065+44.5% | $6,689+74.2% |
| Admin fee / account holder | $2,005 | $15,035-86.7% | $12,993-84.6% | $13,390-85.0% |