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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 | $437,155 | $181,062+141.4% | $158,223+176.3% | $155,188+181.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 12.41% | 57.39%-45.0pp | 52.09%-39.7pp | 148.84%-136.4pp |
| Employer contribution / active EE | $4,922 | $4,565+7.8% | $4,109+19.8% | $4,248+15.9% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $16,219 | $18,825-13.8% | $16,047+1.1% | $14,480+12.0% |