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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 | $255,102 | $154,159+65.5% | $130,026+96.2% | $139,456+82.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 12.00% | 32.50%-20.5pp | -137.26%+149.3pp | 373.45%-361.4pp |
| Employer contribution / active EE | $6,204 | $5,292+17.2% | $4,321+43.6% | $4,753+30.5% |
| Participant deferral / active EE | $26,083 | $6,710+288.7% | $5,821+348.1% | $6,711+288.6% |
| Admin fee / account holder | $2,306 | $14,001-83.5% | $10,608-78.3% | $11,407-79.8% |