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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 | $382,264 | $211,239+81.0% | $178,528+114.1% | $145,877+162.0% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 7.70% | 30.22%-22.5pp | 27.11%-19.4pp | 551.28%-543.6pp |
| Employer contribution / active EE | $3,263 | $4,570-28.6% | $3,950-17.4% | $4,663-30.0% |
| Participant deferral / active EE | $10,265 | $6,963+47.4% | $6,278+63.5% | $6,691+53.4% |
| Admin fee / account holder | $1,585 | $12,095-86.9% | $10,419-84.8% | $13,402-88.2% |