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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 | $422,169 | $67,894+521.8% | $89,340+372.5% | $82,448+412.0% |
| Participation rate | 87.9% | 64.0%+23.8pp | 69.6%+18.3pp | 68.1%+19.8pp |
| Annual return | 17.60% | 19.21%-1.6pp | 20.57%-3.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,912 | $1,828+59.3% | $2,231+30.5% | $2,551+14.2% |
| Participant deferral / active EE | $6,321 | $3,072+105.7% | $3,823+65.3% | $4,139+52.7% |
| Admin fee / account holder | $90,725 | $5,723+1485.3% | $6,704+1253.4% | $7,234+1154.1% |