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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 | $250,106 | $210,698+18.7% | $178,014+40.5% | $145,959+71.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.90% | 386.27%-363.4pp | 294.80%-271.9pp | 561.95%-539.1pp |
| Employer contribution / active EE | $4,775 | $4,567+4.5% | $3,950+20.9% | $4,661+2.4% |
| Participant deferral / active EE | $5,163 | $6,958-25.8% | $6,276-17.7% | $6,689-22.8% |
| Admin fee / account holder | $22,034 | $12,016+83.4% | $10,362+112.7% | $13,398+64.5% |