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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 | $339,968 | $175,231+94.0% | $149,696+127.1% | $139,466+143.8% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 24.78% | 166.77%-142.0pp | 134.46%-109.7pp | 373.66%-348.9pp |
| Employer contribution / active EE | $2,998 | $5,478-45.3% | $4,821-37.8% | $4,754-36.9% |
| Participant deferral / active EE | $9,598 | $6,521+47.2% | $5,682+68.9% | $6,712+43.0% |
| Admin fee / account holder | $6,237 | $16,155-61.4% | $13,212-52.8% | $11,409-45.3% |