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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 | $378,002 | $155,555+143.0% | $146,866+157.4% | $155,188+143.6% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.5%+8.0pp | 80.8%+9.7pp |
| Annual return | 12.25% | 115.41%-103.2pp | 102.85%-90.6pp | 148.84%-136.6pp |
| Employer contribution / active EE | $5,673 | $4,647+22.1% | $4,425+28.2% | $4,248+33.6% |
| Participant deferral / active EE | $13,792 | $8,044+71.4% | $7,759+77.7% | $6,531+111.2% |
| Admin fee / account holder | $33,540 | $14,755+127.3% | $13,620+146.3% | $14,480+131.6% |