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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 | $1,034,980 | $146,267+607.6% | $197,124+425.0% | $82,448+1155.3% |
| Participation rate | 74.3% | 84.0%-9.7pp | 86.7%-12.4pp | 68.1%+6.2pp |
| Annual return | 16.95% | 29.61%-12.7pp | 44.34%-27.4pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $14,367 | $7,035+104.2% | $9,135+57.3% | $4,139+247.1% |
| Admin fee / account holder | $73,397 | $14,422+408.9% | $16,298+350.3% | $7,234+914.6% |