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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 | $398,881 | $72,071+453.5% | $68,368+483.4% | $137,256+190.6% |
| Participation rate | 81.3% | 76.2%+5.0pp | 73.8%+7.5pp | 80.0%+1.3pp |
| Annual return | 23.12% | 353.14%-330.0pp | 292.57%-269.5pp | 220.34%-197.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,436 | $4,410-22.1% | $4,123-16.7% | $6,407-46.4% |
| Admin fee / account holder | $34,731 | $5,336+550.9% | $5,150+574.4% | $12,270+183.0% |