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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 | $333,654 | $212,386+57.1% | $199,883+66.9% | $138,895+140.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 14.56% | 47.75%-33.2pp | 43.81%-29.2pp | 145.39%-130.8pp |
| Employer contribution / active EE | $19,840 | $6,625+199.5% | $6,261+216.9% | $4,194+373.0% |
| Participant deferral / active EE | $10,302 | $9,617+7.1% | $9,138+12.7% | $6,396+61.1% |
| Admin fee / account holder | $51,734 | $18,233+183.7% | $17,268+199.6% | $12,562+311.8% |