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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 | $263,236 | $185,883+41.6% | $170,043+54.8% | $139,466+88.7% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 22.59% | 60.54%-38.0pp | 53.40%-30.8pp | 373.66%-351.1pp |
| Employer contribution / active EE | $10,548 | $7,596+38.9% | $6,790+55.3% | $4,754+121.9% |
| Participant deferral / active EE | $12,220 | $11,626+5.1% | $10,410+17.4% | $6,712+82.1% |
| Admin fee / account holder | $2,600 | $15,393-83.1% | $12,824-79.7% | $11,409-77.2% |