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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 | $350,286 | $51,638+578.4% | $68,368+412.4% | $82,448+324.9% |
| Participation rate | 97.3% | 63.6%+33.7pp | 73.8%+23.5pp | 68.1%+29.2pp |
| Annual return | 14.43% | 37.53%-23.1pp | 292.57%-278.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $10,752 | $2,047+425.4% | $2,649+305.9% | $2,551+321.5% |
| Participant deferral / active EE | $10,686 | $2,914+266.8% | $4,123+159.2% | $4,139+158.2% |
| Admin fee / account holder | $31,992 | $4,643+589.0% | $5,150+521.2% | $7,234+342.2% |