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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 | $290,646 | $181,062+60.5% | $158,223+83.7% | $155,188+87.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 29.26% | 57.39%-28.1pp | 52.09%-22.8pp | 148.84%-119.6pp |
| Employer contribution / active EE | $15,288 | $4,565+234.9% | $4,109+272.1% | $4,248+259.9% |
| Participant deferral / active EE | $9,747 | $6,134+58.9% | $5,467+78.3% | $6,531+49.2% |
| Admin fee / account holder | $1,764 | $18,825-90.6% | $16,047-89.0% | $14,480-87.8% |