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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 | $348,273 | $181,062+92.4% | $158,223+120.1% | $155,188+124.4% |
| Participation rate | 71.4% | 82.7%-11.2pp | 79.2%-7.8pp | 80.8%-9.4pp |
| Annual return | 14.83% | 57.39%-42.6pp | 52.09%-37.3pp | 148.84%-134.0pp |
| Employer contribution / active EE | $8,723 | $4,565+91.1% | $4,109+112.3% | $4,248+105.3% |
| Participant deferral / active EE | $8,800 | $6,134+43.5% | $5,467+61.0% | $6,531+34.7% |
| Admin fee / account holder | $309,901 | $18,825+1546.2% | $16,047+1831.2% | $14,480+2040.2% |