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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 | $359,631 | $175,259+105.2% | $149,723+140.2% | $139,487+157.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 16.59% | 166.82%-150.2pp | 134.50%-117.9pp | 373.84%-357.3pp |
| Employer contribution / active EE | $3,517 | $5,478-35.8% | $4,821-27.1% | $4,755-26.0% |
| Participant deferral / active EE | $8,118 | $6,522+24.5% | $5,682+42.9% | $6,713+20.9% |
| Admin fee / account holder | $345 | $16,158-97.9% | $13,215-97.4% | $11,407-97.0% |