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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 | $286,461 | $111,814+156.2% | $103,378+177.1% | $145,978+96.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 12.29% | 24.80%-12.5pp | 24.91%-12.6pp | 550.52%-538.2pp |
| Employer contribution / active EE | $8,358 | $4,215+98.3% | $3,870+115.9% | $4,662+79.3% |
| Participant deferral / active EE | $8,527 | $5,618+51.8% | $5,058+68.6% | $6,690+27.5% |
| Admin fee / account holder | $1,599 | $9,764-83.6% | $8,401-81.0% | $13,400-88.1% |