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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 | $337,943 | $209,874+61.0% | $189,537+78.3% | $167,536+101.7% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 14.05% | 748.61%-734.6pp | 555.34%-541.3pp | 478.82%-464.8pp |
| Employer contribution / active EE | $20,840 | $6,913+201.4% | $6,161+238.3% | $4,839+330.7% |
| Participant deferral / active EE | $13,726 | $8,934+53.6% | $8,220+67.0% | $6,342+116.4% |
| Admin fee / account holder | $9,650 | $14,299-32.5% | $12,048-19.9% | $12,315-21.6% |