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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 | $312,096 | $202,342+54.2% | $172,753+80.7% | $152,909+104.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.13% | 1029.88%-1006.7pp | 803.00%-779.9pp | 345.46%-322.3pp |
| Employer contribution / active EE | $1,655 | $5,857-71.8% | $5,144-67.8% | $4,764-65.3% |
| Participant deferral / active EE | $9,078 | $5,948+52.6% | $5,198+74.7% | $5,851+55.1% |
| Admin fee / account holder | $1,740 | $17,112-89.8% | $13,956-87.5% | $11,601-85.0% |