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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 | $263,609 | $202,342+30.3% | $172,753+52.6% | $152,909+72.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.93% | 1029.88%-1011.0pp | 803.00%-784.1pp | 345.46%-326.5pp |
| Employer contribution / active EE | $10,953 | $5,857+87.0% | $5,144+112.9% | $4,764+129.9% |
| Participant deferral / active EE | $7,379 | $5,948+24.1% | $5,198+42.0% | $5,851+26.1% |
| Admin fee / account holder | $39,989 | $17,112+133.7% | $13,956+186.5% | $11,601+244.7% |