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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 | $271,439 | $159,934+69.7% | $147,005+84.6% | $145,959+86.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.99% | 98.24%-84.2pp | 418.76%-404.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $19,661 | $5,287+271.9% | $4,934+298.5% | $4,661+321.8% |
| Participant deferral / active EE | $12,433 | $8,427+47.5% | $8,070+54.1% | $6,689+85.9% |
| Admin fee / account holder | $3,429 | $15,053-77.2% | $13,006-73.6% | $13,398-74.4% |