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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 | $252,147 | $81,504+209.4% | $102,437+146.1% | $80,959+211.5% |
| Participation rate | 98.0% | 66.9%+31.1pp | 74.5%+23.5pp | 67.7%+30.3pp |
| Annual return | 12.92% | 25.60%-12.7pp | 24.95%-12.0pp | 35.67%-22.7pp |
| Employer contribution / active EE | $10,926 | $3,104+252.1% | $3,871+182.3% | $2,757+296.3% |
| Participant deferral / active EE | $2,083 | $3,871-46.2% | $5,060-58.8% | $4,300-51.6% |
| Admin fee / account holder | $18,187 | $6,719+170.7% | $8,388+116.8% | $6,925+162.6% |