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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 | $465,755 | $157,296+196.1% | $141,191+229.9% | $152,897+204.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.53% | 64.34%-43.8pp | 71.41%-50.9pp | 345.43%-324.9pp |
| Employer contribution / active EE | $5,197 | $5,262-1.2% | $4,736+9.7% | $4,764+9.1% |
| Participant deferral / active EE | $22,187 | $7,111+212.0% | $6,710+230.6% | $5,851+279.2% |
| Admin fee / account holder | $335 | $12,125-97.2% | $10,264-96.7% | $11,599-97.1% |