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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 | $339,175 | $77,638+336.9% | $156,551+116.7% | $62,881+439.4% |
| Participation rate | 93.5% | 71.2%+22.3pp | 84.0%+9.5pp | 69.3%+24.2pp |
| Annual return | 7.77% | 50.33%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $17,024 | $3,444+394.3% | $5,501+209.5% | $2,281+646.4% |
| Participant deferral / active EE | $10,438 | $3,046+242.7% | $4,871+114.3% | $3,203+225.9% |
| Admin fee / account holder | $431 | $5,561-92.2% | $13,028-96.7% | $4,296-90.0% |