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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 | $307,694 | $57,061+439.2% | $85,063+261.7% | $80,911+280.3% |
| Participation rate | 91.4% | 56.3%+35.1pp | 67.5%+23.9pp | 67.6%+23.8pp |
| Annual return | 13.02% | 21.66%-8.6pp | 66.54%-53.5pp | 35.63%-22.6pp |
| Employer contribution / active EE | $4,058 | $1,799+125.6% | $2,727+48.8% | $2,756+47.2% |
| Participant deferral / active EE | $9,963 | $3,110+220.3% | $4,523+120.3% | $4,297+131.8% |
| Admin fee / account holder | $11,825 | $4,986+137.2% | $6,155+92.1% | $6,935+70.5% |