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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 | $250,358 | $165,351+51.4% | $149,710+67.2% | $158,931+57.5% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 15.00% | 348.19%-333.2pp | 276.63%-261.6pp | 302.86%-287.9pp |
| Employer contribution / active EE | $4,512 | $5,103-11.6% | $4,645-2.9% | $4,761-5.2% |
| Participant deferral / active EE | $11,851 | $7,181+65.0% | $6,842+73.2% | $5,982+98.1% |
| Admin fee / account holder | $1,209 | $10,807-88.8% | $9,309-87.0% | $11,247-89.3% |