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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 | $314,508 | $198,457+58.5% | $170,435+84.5% | $147,586+113.1% |
| Participation rate | 76.9% | 88.0%-11.0pp | 83.6%-6.7pp | 82.8%-5.9pp |
| Annual return | 16.08% | 257.30%-241.2pp | 205.94%-189.9pp | 578.59%-562.5pp |
| Employer contribution / active EE | $25,068 | $6,183+305.4% | $5,432+361.5% | $4,876+414.1% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $76,625 | $16,852+354.7% | $13,881+452.0% | $10,886+603.9% |