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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 | $277,189 | $202,342+37.0% | $172,753+60.5% | $152,909+81.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.55% | 1029.88%-1010.3pp | 803.00%-783.5pp | 345.46%-325.9pp |
| Employer contribution / active EE | $4,860 | $5,857-17.0% | $5,144-5.5% | $4,764+2.0% |
| Participant deferral / active EE | $9,552 | $5,948+60.6% | $5,198+83.8% | $5,851+63.2% |
| Admin fee / account holder | $3,232 | $17,112-81.1% | $13,956-76.8% | $11,601-72.1% |