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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 | $386,099 | $110,410+249.7% | $102,437+276.9% | $145,897+164.6% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 12.83% | 24.85%-12.0pp | 24.95%-12.1pp | 552.29%-539.5pp |
| Employer contribution / active EE | $12,264 | $4,217+190.8% | $3,871+216.8% | $4,663+163.0% |
| Participant deferral / active EE | $9,537 | $5,622+69.7% | $5,060+88.5% | $6,689+42.6% |
| Admin fee / account holder | $3,408 | $9,745-65.0% | $8,388-59.4% | $13,390-74.5% |