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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 | $294,675 | $121,701+142.1% | $104,639+181.6% | $158,982+85.4% |
| Participation rate | 90.0% | 77.5%+12.5pp | 74.1%+15.9pp | 82.0%+8.0pp |
| Annual return | 15.00% | 465.72%-450.7pp | 340.67%-325.7pp | 302.99%-288.0pp |
| Employer contribution / active EE | $1,962 | $3,165-38.0% | $2,682-26.9% | $4,763-58.8% |
| Participant deferral / active EE | $3,913 | $4,176-6.3% | $3,738+4.7% | $5,983-34.6% |
| Admin fee / account holder | $1,665 | $7,778-78.6% | $6,465-74.2% | $11,252-85.2% |