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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 | $378,715 | $165,399+129.0% | $149,745+152.9% | $158,982+138.2% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 9.06% | 348.34%-339.3pp | 276.72%-267.7pp | 302.99%-293.9pp |
| Employer contribution / active EE | $6,734 | $5,105+31.9% | $4,646+44.9% | $4,763+41.4% |
| Participant deferral / active EE | $19,664 | $7,183+173.8% | $6,843+187.4% | $5,983+228.6% |
| Admin fee / account holder | $94,381 | $10,811+773.0% | $9,312+913.6% | $11,252+738.8% |