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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 | $342,047 | $117,895+190.1% | $102,460+233.8% | $145,897+134.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 12.24% | 31.92%-19.7pp | 29.47%-17.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $2,933 | $3,619-19.0% | $3,025-3.1% | $4,663-37.1% |
| Participant deferral / active EE | $9,603 | $5,736+67.4% | $5,056+89.9% | $6,689+43.6% |
| Admin fee / account holder | $114,379 | $13,353+756.6% | $9,460+1109.1% | $13,390+754.2% |