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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 | $288,790 | $99,053+191.6% | $88,179+227.5% | $138,895+107.9% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.1%+24.2pp | 79.9%+13.4pp |
| Annual return | 19.07% | 78.17%-59.1pp | 64.97%-45.9pp | 145.39%-126.3pp |
| Employer contribution / active EE | $6,591 | $2,882+128.7% | $2,549+158.5% | $4,194+57.1% |
| Participant deferral / active EE | $3,973 | $5,225-24.0% | $4,614-13.9% | $6,396-37.9% |
| Admin fee / account holder | $11,401 | $8,748+30.3% | $7,673+48.6% | $12,562-9.2% |