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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 | $346,011 | $123,793+179.5% | $177,848+94.6% | $79,856+333.3% |
| Participation rate | 91.2% | 84.7%+6.5pp | 87.7%+3.5pp | 69.6%+21.5pp |
| Annual return | 12.88% | 22.82%-9.9pp | 48.33%-35.5pp | 31.71%-18.8pp |
| Employer contribution / active EE | $7,101 | $4,095+73.4% | $5,919+20.0% | $2,471+187.4% |
| Participant deferral / active EE | $16,324 | $5,956+174.1% | $7,714+111.6% | $3,741+336.4% |
| Admin fee / account holder | $2,278 | $7,243-68.6% | $12,431-81.7% | $5,306-57.1% |