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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 | $347,373 | $81,446+326.5% | $103,374+236.0% | $80,874+329.5% |
| Participation rate | 94.1% | 66.9%+27.3pp | 74.5%+19.6pp | 67.6%+26.5pp |
| Annual return | 11.62% | 25.57%-13.9pp | 24.89%-13.3pp | 35.62%-24.0pp |
| Employer contribution / active EE | $26,564 | $3,107+754.9% | $3,869+586.5% | $2,756+864.0% |
| Participant deferral / active EE | $10,138 | $3,870+162.0% | $5,058+100.4% | $4,297+135.9% |
| Admin fee / account holder | $27,072 | $6,715+303.2% | $8,394+222.5% | $6,935+290.4% |