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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 | $300,067 | $47,848+527.1% | $81,473+268.3% | $70,126+327.9% |
| Participation rate | 93.5% | 58.3%+35.3pp | 68.0%+25.6pp | 69.5%+24.0pp |
| Annual return | 20.35% | 27.25%-6.9pp | 38.78%-18.4pp | 73.15%-52.8pp |
| Employer contribution / active EE | $9,976 | $1,527+553.3% | $2,568+288.5% | $2,343+325.9% |
| Participant deferral / active EE | $6,010 | $2,453+145.0% | $3,537+69.9% | $3,332+80.4% |
| Admin fee / account holder | $17,755 | $3,145+464.6% | $4,561+289.3% | $4,645+282.2% |