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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 | $250,400 | $202,463+23.7% | $169,397+47.8% | $139,487+79.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 18.48% | 532.64%-514.2pp | 406.23%-387.8pp | 373.84%-355.4pp |
| Employer contribution / active EE | $20,466 | $4,694+336.0% | $4,013+410.0% | $4,755+330.4% |
| Participant deferral / active EE | $12,413 | $6,941+78.8% | $6,223+99.5% | $6,713+84.9% |
| Admin fee / account holder | $2,627 | $10,726-75.5% | $9,017-70.9% | $11,407-77.0% |