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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 | $308,374 | $202,345+52.4% | $172,755+78.5% | $152,885+101.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.95% | 1029.77%-1008.8pp | 802.94%-782.0pp | 345.39%-324.4pp |
| Employer contribution / active EE | $9,194 | $5,858+57.0% | $5,144+78.7% | $4,763+93.0% |
| Participant deferral / active EE | $9,497 | $5,948+59.7% | $5,198+82.7% | $5,851+62.3% |
| Admin fee / account holder | $47,532 | $17,111+177.8% | $13,955+240.6% | $11,598+309.8% |