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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 | $366,744 | $209,336+75.2% | $197,124+86.0% | $137,256+167.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.96% | 48.09%-30.1pp | 44.34%-26.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $52,831 | $6,591+701.6% | $6,227+748.4% | $4,156+1171.2% |
| Participant deferral / active EE | $32,357 | $9,614+236.6% | $9,135+254.2% | $6,407+405.0% |
| Admin fee / account holder | $59,828 | $17,308+245.7% | $16,298+267.1% | $12,270+387.6% |