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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 | $250,236 | $202,342+23.7% | $172,753+44.9% | $152,909+63.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.06% | 1029.88%-1014.8pp | 803.00%-787.9pp | 345.46%-330.4pp |
| Employer contribution / active EE | $2,948 | $5,857-49.7% | $5,144-42.7% | $4,764-38.1% |
| Participant deferral / active EE | $6,002 | $5,948+0.9% | $5,198+15.5% | $5,851+2.6% |
| Admin fee / account holder | $7,849 | $17,112-54.1% | $13,956-43.8% | $11,601-32.3% |