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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 | $293,299 | $144,124+103.5% | $117,857+148.9% | $147,585+98.7% |
| Participation rate | 93.8% | 83.4%+10.3pp | 79.7%+14.1pp | 82.8%+10.9pp |
| Annual return | 17.10% | 531.17%-514.1pp | 335.09%-318.0pp | 578.57%-561.5pp |
| Employer contribution / active EE | $12,215 | $4,897+149.5% | $3,786+222.6% | $4,876+150.5% |
| Participant deferral / active EE | $10,544 | $5,316+98.3% | $4,482+135.3% | $5,439+93.9% |
| Admin fee / account holder | $53,234 | $10,886+389.0% | $8,020+563.7% | $10,885+389.0% |