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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 | $295,052 | $181,062+63.0% | $158,223+86.5% | $155,188+90.1% |
| Participation rate | 90.9% | 82.7%+8.3pp | 79.2%+11.7pp | 80.8%+10.1pp |
| Annual return | 15.73% | 57.39%-41.7pp | 52.09%-36.4pp | 148.84%-133.1pp |
| Employer contribution / active EE | $1,780 | $4,565-61.0% | $4,109-56.7% | $4,248-58.1% |
| Participant deferral / active EE | $6,965 | $6,134+13.5% | $5,467+27.4% | $6,531+6.6% |
| Admin fee / account holder | $264,935 | $18,825+1307.4% | $16,047+1551.0% | $14,480+1729.7% |