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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 | $343,376 | $209,422+64.0% | $178,503+92.4% | $158,982+116.0% |
| Participation rate | 93.3% | 86.4%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 12.13% | 188.81%-176.7pp | 151.12%-139.0pp | 302.99%-290.9pp |
| Employer contribution / active EE | $20,246 | $5,707+254.8% | $5,011+304.0% | $4,763+325.1% |
| Participant deferral / active EE | $11,223 | $5,955+88.5% | $5,202+115.7% | $5,983+87.6% |
| Admin fee / account holder | $201,546 | $17,079+1080.1% | $13,987+1340.9% | $11,252+1691.3% |