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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 | $415,307 | $157,276+164.1% | $141,177+194.2% | $152,885+171.6% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.5%+12.3pp |
| Annual return | 25.11% | 64.33%-39.2pp | 71.40%-46.3pp | 345.39%-320.3pp |
| Employer contribution / active EE | $2,370 | $5,262-55.0% | $4,736-50.0% | $4,763-50.2% |
| Participant deferral / active EE | $9,211 | $7,110+29.5% | $6,710+37.3% | $5,851+57.4% |
| Admin fee / account holder | $31,726 | $12,123+161.7% | $10,263+209.1% | $11,598+173.5% |