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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 | $377,824 | $209,847+80.0% | $189,520+99.4% | $167,518+125.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.60% | 748.45%-735.8pp | 555.25%-542.6pp | 478.71%-466.1pp |
| Employer contribution / active EE | $18,451 | $6,913+166.9% | $6,161+199.5% | $4,838+281.3% |
| Participant deferral / active EE | $10,934 | $8,934+22.4% | $8,220+33.0% | $6,342+72.4% |
| Admin fee / account holder | $40,898 | $14,295+186.1% | $12,046+239.5% | $12,312+232.2% |