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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 | $443,068 | $209,874+111.1% | $189,537+133.8% | $167,536+164.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.30% | 748.61%-734.3pp | 555.34%-541.0pp | 478.82%-464.5pp |
| Employer contribution / active EE | $13,801 | $6,913+99.6% | $6,161+124.0% | $4,839+185.2% |
| Participant deferral / active EE | $9,644 | $8,934+7.9% | $8,220+17.3% | $6,342+52.1% |
| Admin fee / account holder | $3,451 | $14,299-75.9% | $12,048-71.4% | $12,315-72.0% |