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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 | $307,286 | $176,786+73.8% | $146,643+109.5% | $167,536+83.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.85% | 24.04%-13.2pp | 22.75%-11.9pp | 478.82%-468.0pp |
| Employer contribution / active EE | $6,214 | $5,161+20.4% | $4,137+50.2% | $4,839+28.4% |
| Participant deferral / active EE | $12,058 | $6,440+87.2% | $5,506+119.0% | $6,342+90.1% |
| Admin fee / account holder | $33,223 | $13,262+150.5% | $10,280+223.2% | $12,315+169.8% |