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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 | $447,545 | $209,336+113.8% | $197,124+127.0% | $137,256+226.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.48% | 48.09%-35.6pp | 44.34%-31.9pp | 220.34%-207.9pp |
| Employer contribution / active EE | $6,757 | $6,591+2.5% | $6,227+8.5% | $4,156+62.6% |
| Participant deferral / active EE | $13,485 | $9,614+40.3% | $9,135+47.6% | $6,407+110.5% |
| Admin fee / account holder | $35,135 | $17,308+103.0% | $16,298+115.6% | $12,270+186.3% |