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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 | $329,167 | $129,737+153.7% | $119,126+176.3% | $154,746+112.7% |
| Participation rate | 71.4% | 78.9%-7.4pp | 75.8%-4.3pp | 80.7%-9.3pp |
| Annual return | 12.00% | 379.08%-367.1pp | 282.11%-270.1pp | 172.34%-160.3pp |
| Employer contribution / active EE | $2,572 | $4,375-41.2% | $4,034-36.2% | $4,379-41.3% |
| Participant deferral / active EE | $9,607 | $5,842+64.4% | $5,318+80.6% | $6,730+42.7% |
| Admin fee / account holder | $43,830 | $11,961+266.4% | $10,693+309.9% | $14,365+205.1% |