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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 | $377,481 | $107,733+250.4% | $92,985+306.0% | $154,746+143.9% |
| Participation rate | 93.3% | 74.6%+18.8pp | 69.5%+23.8pp | 80.7%+12.6pp |
| Annual return | 17.29% | 30.39%-13.1pp | 27.99%-10.7pp | 172.34%-155.0pp |
| Employer contribution / active EE | $15,566 | $3,126+397.9% | $2,662+484.7% | $4,379+255.5% |
| Participant deferral / active EE | $23,593 | $5,053+366.9% | $4,377+439.1% | $6,730+250.5% |
| Admin fee / account holder | $31,906 | $11,369+180.6% | $9,463+237.2% | $14,365+122.1% |