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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 | $70,366+466.9% | $66,674+498.3% | $138,895+187.2% |
| Participation rate | 81.3% | 76.2%+5.1pp | 73.7%+7.6pp | 79.9%+1.3pp |
| Annual return | 23.12% | 386.41%-363.3pp | 321.24%-298.1pp | 145.39%-122.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,436 | $4,374-21.4% | $4,084-15.9% | $6,396-46.3% |
| Admin fee / account holder | $34,731 | $5,262+560.0% | $5,098+581.2% | $12,562+176.5% |