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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 | $327,035 | $76,407+328.0% | $150,298+117.6% | $82,448+296.7% |
| Participation rate | 84.9% | 66.4%+18.5pp | 77.8%+7.1pp | 68.1%+16.8pp |
| Annual return | 14.88% | 39.99%-25.1pp | 62.79%-47.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $10,989 | $2,614+320.4% | $4,154+164.5% | $2,551+330.8% |
| Participant deferral / active EE | $6,358 | $3,214+97.8% | $5,453+16.6% | $4,139+53.6% |
| Admin fee / account holder | $8,738 | $6,352+37.6% | $14,116-38.1% | $7,234+20.8% |