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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 | $348,819 | $109,411+218.8% | $89,435+290.0% | $158,982+119.4% |
| Participation rate | 95.5% | 74.3%+21.2pp | 68.0%+27.5pp | 82.0%+13.5pp |
| Annual return | 11.76% | 345.68%-333.9pp | 245.55%-233.8pp | 302.99%-291.2pp |
| Employer contribution / active EE | $1,341 | $3,173-57.7% | $2,587-48.2% | $4,763-71.8% |
| Participant deferral / active EE | $11,563 | $4,600+151.4% | $3,890+197.2% | $5,983+93.2% |
| Admin fee / account holder | $18,265 | $6,159+196.6% | $4,884+273.9% | $11,252+62.3% |