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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 | $397,467 | $165,361+140.4% | $149,715+165.5% | $158,950+150.1% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 11.53% | 348.24%-336.7pp | 276.66%-265.1pp | 302.91%-291.4pp |
| Employer contribution / active EE | $15,415 | $5,103+202.0% | $4,645+231.9% | $4,762+223.7% |
| Participant deferral / active EE | $10,917 | $7,182+52.0% | $6,842+59.6% | $5,983+82.5% |
| Admin fee / account holder | $3,061 | $10,808-71.7% | $9,310-67.1% | $11,248-72.8% |