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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 | $299,297 | $100,895+196.6% | $90,430+231.0% | $158,950+88.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 9.87% | 1725.54%-1715.7pp | 1293.73%-1283.9pp | 302.91%-293.0pp |
| Employer contribution / active EE | $1,415 | $3,689-61.7% | $3,262-56.6% | $4,762-70.3% |
| Participant deferral / active EE | $13,938 | $4,347+220.6% | $3,963+251.7% | $5,983+133.0% |
| Admin fee / account holder | $2,866 | $6,505-55.9% | $5,613-48.9% | $11,248-74.5% |