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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 | $331,247 | $202,345+63.7% | $172,755+91.7% | $152,885+116.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.29% | 1029.77%-1004.5pp | 802.94%-777.7pp | 345.39%-320.1pp |
| Employer contribution / active EE | $13,681 | $5,858+133.6% | $5,144+166.0% | $4,763+187.2% |
| Participant deferral / active EE | $8,167 | $5,948+37.3% | $5,198+57.1% | $5,851+39.6% |
| Admin fee / account holder | $11,413 | $17,111-33.3% | $13,955-18.2% | $11,598-1.6% |