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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 | $380,281 | $112,729+237.3% | $98,716+285.2% | $137,256+177.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 17.53% | 38.48%-21.0pp | 31.81%-14.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $7,171 | $2,725+163.1% | $2,279+214.7% | $4,156+72.5% |
| Participant deferral / active EE | $15,175 | $4,640+227.0% | $4,048+274.9% | $6,407+136.9% |
| Admin fee / account holder | $19,458 | $10,129+92.1% | $8,703+123.6% | $12,270+58.6% |