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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 | $340,950 | $209,874+62.5% | $189,537+79.9% | $167,536+103.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.66% | 748.61%-727.0pp | 555.34%-533.7pp | 478.82%-457.2pp |
| Employer contribution / active EE | $15,566 | $6,913+125.2% | $6,161+152.7% | $4,839+221.7% |
| Participant deferral / active EE | $12,201 | $8,934+36.6% | $8,220+48.4% | $6,342+92.4% |
| Admin fee / account holder | $2,718 | $14,299-81.0% | $12,048-77.4% | $12,315-77.9% |