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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 | $369,746 | $159,934+131.2% | $147,005+151.5% | $145,959+153.3% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 10.97% | 98.24%-87.3pp | 418.76%-407.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $6,832 | $5,287+29.2% | $4,934+38.5% | $4,661+46.6% |
| Participant deferral / active EE | $13,697 | $8,427+62.5% | $8,070+69.7% | $6,689+104.8% |
| Admin fee / account holder | $71,615 | $15,053+375.7% | $13,006+450.6% | $13,398+434.5% |