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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 | $271,518 | $154,228+76.0% | $145,433+86.7% | $137,256+97.8% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 14.69% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,042 | $4,804-57.5% | $4,554-55.2% | $4,156-50.9% |
| Participant deferral / active EE | $14,873 | $8,216+81.0% | $7,897+88.3% | $6,407+132.1% |
| Admin fee / account holder | $43,365 | $14,344+202.3% | $13,129+230.3% | $12,270+253.4% |