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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 | $372,273 | $110,212+237.8% | $96,534+285.6% | $139,466+166.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 43.68% | 26.42%+17.3pp | 25.88%+17.8pp | 373.66%-330.0pp |
| Employer contribution / active EE | $7,386 | $3,620+104.0% | $2,965+149.1% | $4,754+55.4% |
| Participant deferral / active EE | $20,159 | $5,547+263.4% | $4,851+315.6% | $6,712+200.4% |
| Admin fee / account holder | $3,856 | $11,599-66.8% | $8,253-53.3% | $11,409-66.2% |