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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 | $254,307 | $81,476+212.1% | $102,383+148.4% | $80,925+214.3% |
| Participation rate | 91.2% | 66.8%+24.3pp | 74.5%+16.7pp | 67.7%+23.5pp |
| Annual return | 14.07% | 25.59%-11.5pp | 24.94%-10.9pp | 35.65%-21.6pp |
| Employer contribution / active EE | $14,343 | $3,105+362.0% | $3,870+270.6% | $2,756+420.4% |
| Participant deferral / active EE | $8,395 | $3,871+116.9% | $5,060+65.9% | $4,299+95.3% |
| Admin fee / account holder | $17,105 | $6,717+154.6% | $8,391+103.8% | $6,940+146.5% |