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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 | $259,621 | $183,539+41.5% | $155,556+66.9% | $145,897+77.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 19.14% | 61.31%-42.2pp | 64.84%-45.7pp | 552.29%-533.1pp |
| Employer contribution / active EE | $3,120 | $5,315-41.3% | $4,675-33.3% | $4,663-33.1% |
| Participant deferral / active EE | $4,556 | $6,467-29.6% | $5,631-19.1% | $6,689-31.9% |
| Admin fee / account holder | $632 | $19,275-96.7% | $15,885-96.0% | $13,390-95.3% |