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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 | $276,044 | $180,749+52.7% | $160,784+71.7% | $137,256+101.1% |
| Participation rate | 95.0% | 80.0%+15.0pp | 77.0%+18.0pp | 80.0%+15.0pp |
| Annual return | 11.07% | 2234.46%-2223.4pp | 1803.92%-1792.9pp | 220.34%-209.3pp |
| Employer contribution / active EE | $6,537 | $4,155+57.3% | $3,733+75.1% | $4,156+57.3% |
| Participant deferral / active EE | $11,783 | $6,844+72.2% | $6,293+87.2% | $6,407+83.9% |
| Admin fee / account holder | $20,084 | $10,397+93.2% | $9,717+106.7% | $12,270+63.7% |