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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 | $306,741 | $84,233+264.2% | $170,436+80.0% | $70,131+337.4% |
| Participation rate | 80.0% | 70.8%+9.2pp | 83.6%-3.6pp | 69.5%+10.5pp |
| Annual return | 21.16% | 23.06%-1.9pp | 205.94%-184.8pp | 73.14%-52.0pp |
| Employer contribution / active EE | $9,290 | $3,387+174.3% | $5,433+71.0% | $2,342+296.6% |
| Participant deferral / active EE | $5,365 | $3,086+73.9% | $4,939+8.6% | $3,332+61.0% |
| Admin fee / account holder | $1,879 | $5,698-67.0% | $13,880-86.5% | $4,645-59.6% |