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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 | $309,283 | $96,508+220.5% | $75,901+307.5% | $152,897+102.3% |
| Participation rate | 92.3% | 76.2%+16.1pp | 69.3%+23.0pp | 82.5%+9.9pp |
| Annual return | 0.00% | 33.99%-34.0pp | 30.76%-30.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,214 | $3,310-33.1% | $2,501-11.5% | $4,764-53.5% |
| Participant deferral / active EE | $6,720 | $4,554+47.6% | $3,603+86.5% | $5,851+14.9% |
| Admin fee / account holder | $5,773 | $8,081-28.6% | $5,420+6.5% | $11,599-50.2% |