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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 | $361,636 | $160,028+126.0% | $147,080+145.9% | $145,884+147.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.77% | 98.60%-88.8pp | 420.17%-410.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $2,549 | $5,286-51.8% | $4,933-48.3% | $4,662-45.3% |
| Participant deferral / active EE | $11,698 | $8,422+38.9% | $8,066+45.0% | $6,690+74.9% |
| Admin fee / account holder | $32,851 | $15,030+118.6% | $12,989+152.9% | $13,392+145.3% |