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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 | $343,426 | $197,603+73.8% | $177,827+93.1% | $158,950+116.1% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.7%+7.5pp | 82.0%+13.3pp |
| Annual return | 32.84% | 58.76%-25.9pp | 48.32%-15.5pp | 302.91%-270.1pp |
| Employer contribution / active EE | $16,397 | $6,698+144.8% | $5,918+177.1% | $4,762+244.3% |
| Participant deferral / active EE | $18,103 | $8,404+115.4% | $7,713+134.7% | $5,983+202.6% |
| Admin fee / account holder | $69,313 | $15,402+350.0% | $12,429+457.7% | $11,248+516.2% |