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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 | $294,346 | $125,190+135.1% | $105,624+178.7% | $145,897+101.7% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 10.64% | 225.22%-214.6pp | 116.20%-105.6pp | 552.29%-541.7pp |
| Employer contribution / active EE | $2,610 | $3,720-29.8% | $3,168-17.6% | $4,663-44.0% |
| Participant deferral / active EE | $2,756 | $5,716-51.8% | $5,013-45.0% | $6,689-58.8% |
| Admin fee / account holder | $17,456 | $17,138+1.9% | $10,961+59.2% | $13,390+30.4% |