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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 | $330,540 | $86,298+283.0% | $111,308+197.0% | $85,847+285.0% |
| Participation rate | 96.9% | 73.3%+23.5pp | 77.3%+19.6pp | 69.3%+27.6pp |
| Annual return | 12.46% | 19.99%-7.5pp | 54.67%-42.2pp | 318.61%-306.1pp |
| Employer contribution / active EE | $14,148 | $2,044+592.3% | $2,732+417.9% | $2,565+451.5% |
| Participant deferral / active EE | $5,468 | $3,641+50.2% | $4,487+21.8% | $3,952+38.3% |
| Admin fee / account holder | $11,396 | $8,189+39.2% | $7,965+43.1% | $6,261+82.0% |