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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 | $271,313 | $87,465+210.2% | $122,979+120.6% | $65,306+315.4% |
| Participation rate | 82.1% | 66.0%+16.0pp | 77.2%+4.9pp | 57.7%+24.4pp |
| Annual return | 25.38% | 19.76%+5.6pp | 20.12%+5.3pp | 21.94%+3.4pp |
| Employer contribution / active EE | $8,066 | $2,156+274.1% | $3,062+163.4% | $1,967+310.0% |
| Participant deferral / active EE | $9,934 | $3,705+168.1% | $5,003+98.6% | $2,959+235.7% |
| Admin fee / account holder | $141,789 | $5,100+2680.2% | $12,864+1002.2% | $3,480+3974.6% |