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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 | $601,560 | $102,609+486.3% | $98,090+513.3% | $138,895+333.1% |
| Participation rate | 85.0% | 82.8%+2.2pp | 81.5%+3.5pp | 79.9%+5.1pp |
| Annual return | 15.42% | 36.44%-21.0pp | 37.05%-21.6pp | 145.39%-130.0pp |
| Employer contribution / active EE | $1,940 | $3,867-49.8% | $3,606-46.2% | $4,194-53.8% |
| Participant deferral / active EE | $6,670 | $8,167-18.3% | $7,845-15.0% | $6,396+4.3% |
| Admin fee / account holder | $29,134 | $11,434+154.8% | $11,815+146.6% | $12,562+131.9% |