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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 | $281,442 | $209,847+34.1% | $189,520+48.5% | $167,518+68.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.91% | 748.45%-732.5pp | 555.25%-539.3pp | 478.71%-462.8pp |
| Employer contribution / active EE | $11,601 | $6,913+67.8% | $6,161+88.3% | $4,838+139.8% |
| Participant deferral / active EE | $12,225 | $8,934+36.8% | $8,220+48.7% | $6,342+92.8% |
| Admin fee / account holder | $1,571 | $14,295-89.0% | $12,046-87.0% | $12,312-87.2% |