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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 | $252,569 | $202,345+24.8% | $172,755+46.2% | $152,885+65.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.10% | 1029.77%-1016.7pp | 802.94%-789.8pp | 345.39%-332.3pp |
| Employer contribution / active EE | $11,951 | $5,858+104.0% | $5,144+132.3% | $4,763+150.9% |
| Participant deferral / active EE | $7,198 | $5,948+21.0% | $5,198+38.5% | $5,851+23.0% |
| Admin fee / account holder | $1,768 | $17,111-89.7% | $13,955-87.3% | $11,598-84.8% |