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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 | $428,683 | $165,584+158.9% | $142,942+199.9% | $137,256+212.3% |
| Participation rate | 80.0% | 80.1%-0.1pp | 76.8%+3.2pp | 80.0%0pp |
| Annual return | 16.19% | 164.22%-148.0pp | 113.70%-97.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,328 | $4,725-29.6% | $4,139-19.6% | $4,156-19.9% |
| Participant deferral / active EE | $10,206 | $8,194+24.6% | $7,128+43.2% | $6,407+59.3% |
| Admin fee / account holder | $5,136 | $16,167-68.2% | $12,475-58.8% | $12,270-58.1% |