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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 | $350,673 | $209,422+67.4% | $178,503+96.5% | $158,982+120.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.19% | 188.81%-176.6pp | 151.12%-138.9pp | 302.99%-290.8pp |
| Employer contribution / active EE | $7,756 | $5,707+35.9% | $5,011+54.8% | $4,763+62.8% |
| Participant deferral / active EE | $9,277 | $5,955+55.8% | $5,202+78.3% | $5,983+55.0% |
| Admin fee / account holder | $4,061 | $17,079-76.2% | $13,987-71.0% | $11,252-63.9% |