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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 | $661,753 | $102,245+547.2% | $89,340+640.7% | $137,256+382.1% |
| Participation rate | 80.0% | 74.9%+5.1pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 15.80% | 21.89%-6.1pp | 20.57%-4.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,130 | $2,529+23.8% | $2,231+40.3% | $4,156-24.7% |
| Participant deferral / active EE | $7,092 | $4,436+59.9% | $3,823+85.5% | $6,407+10.7% |
| Admin fee / account holder | $163,351 | $8,085+1920.3% | $6,704+2336.7% | $12,270+1231.3% |