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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 | $328,498 | $209,336+56.9% | $197,124+66.6% | $137,256+139.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 27.92% | 48.09%-20.2pp | 44.34%-16.4pp | 220.34%-192.4pp |
| Employer contribution / active EE | $24,019 | $6,591+264.4% | $6,227+285.7% | $4,156+477.9% |
| Participant deferral / active EE | $16,270 | $9,614+69.2% | $9,135+78.1% | $6,407+154.0% |
| Admin fee / account holder | $16,669 | $17,308-3.7% | $16,298+2.3% | $12,270+35.8% |