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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 | $265,537 | $209,425+26.8% | $178,499+48.8% | $158,966+67.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.32% | 188.80%-165.5pp | 151.10%-127.8pp | 302.95%-279.6pp |
| Employer contribution / active EE | $7,628 | $5,707+33.7% | $5,011+52.2% | $4,762+60.2% |
| Participant deferral / active EE | $9,737 | $5,955+63.5% | $5,202+87.2% | $5,983+62.7% |
| Admin fee / account holder | $11,682 | $17,078-31.6% | $13,986-16.5% | $11,250+3.8% |