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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 | $346,364 | $154,228+124.6% | $145,433+138.2% | $137,256+152.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.08% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $11,808 | $4,804+145.8% | $4,554+159.3% | $4,156+184.1% |
| Participant deferral / active EE | $17,283 | $8,216+110.4% | $7,897+118.8% | $6,407+169.8% |
| Admin fee / account holder | $303 | $14,344-97.9% | $13,129-97.7% | $12,270-97.5% |