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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 | $336,020 | $129,737+159.0% | $119,126+182.1% | $154,746+117.1% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 14.84% | 379.08%-364.2pp | 282.11%-267.3pp | 172.34%-157.5pp |
| Employer contribution / active EE | $10,402 | $4,375+137.8% | $4,034+157.9% | $4,379+137.5% |
| Participant deferral / active EE | $15,436 | $5,842+164.2% | $5,318+190.3% | $6,730+129.4% |
| Admin fee / account holder | $963 | $11,961-91.9% | $10,693-91.0% | $14,365-93.3% |