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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 | $252,935 | $94,436+167.8% | $115,599+118.8% | $82,637+206.1% |
| Participation rate | 85.7% | 70.4%+15.3pp | 74.3%+11.4pp | 68.1%+17.7pp |
| Annual return | 14.30% | 18.37%-4.1pp | 111.10%-96.8pp | 53.51%-39.2pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,582 | $3,955+117.0% | $4,889+75.5% | $4,126+108.0% |
| Admin fee / account holder | $30,878 | $10,328+199.0% | $12,841+140.5% | $7,339+320.7% |