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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 | $290,087 | $115,917+150.3% | $100,535+188.5% | $158,982+82.5% |
| Participation rate | 93.3% | 81.6%+11.7pp | 79.4%+13.9pp | 82.0%+11.4pp |
| Annual return | 17.35% | 34.80%-17.5pp | 30.90%-13.6pp | 302.99%-285.6pp |
| Employer contribution / active EE | $9,822 | $4,105+139.3% | $3,419+187.3% | $4,763+106.2% |
| Participant deferral / active EE | $8,610 | $6,677+29.0% | $6,271+37.3% | $5,983+43.9% |
| Admin fee / account holder | $43,968 | $11,002+299.6% | $8,085+443.9% | $11,252+290.8% |