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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 | $485,369 | $156,398+210.3% | $147,318+229.5% | $138,895+249.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 15.17% | 78.75%-63.6pp | 70.43%-55.3pp | 145.39%-130.2pp |
| Employer contribution / active EE | $9,194 | $4,853+89.4% | $4,593+100.2% | $4,194+119.2% |
| Participant deferral / active EE | $34,923 | $8,237+324.0% | $7,906+341.7% | $6,396+446.0% |
| Admin fee / account holder | $237,198 | $14,976+1483.9% | $13,708+1630.4% | $12,562+1788.2% |