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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 | $258,202 | $117,846+119.1% | $102,434+152.1% | $145,884+77.0% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 14.29% | 31.90%-17.6pp | 29.46%-15.2pp | 551.85%-537.6pp |
| Employer contribution / active EE | $6,671 | $3,615+84.5% | $3,023+120.7% | $4,662+43.1% |
| Participant deferral / active EE | $8,663 | $5,733+51.1% | $5,055+71.4% | $6,690+29.5% |
| Admin fee / account holder | $1,588 | $13,356-88.1% | $9,462-83.2% | $13,392-88.1% |