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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 | $292,987 | $106,280+175.7% | $96,538+203.5% | $139,487+110.0% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 46.29% | 38.48%+7.8pp | 35.74%+10.5pp | 373.84%-327.6pp |
| Employer contribution / active EE | $1,806 | $4,107-56.0% | $3,740-51.7% | $4,755-62.0% |
| Participant deferral / active EE | $1,806 | $5,457-66.9% | $4,880-63.0% | $6,713-73.1% |
| Admin fee / account holder | $5,119 | $7,888-35.1% | $6,737-24.0% | $11,407-55.1% |