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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 | $318,151 | $202,345+57.2% | $172,755+84.2% | $152,885+108.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.02% | 1029.77%-1008.8pp | 802.94%-781.9pp | 345.39%-324.4pp |
| Employer contribution / active EE | $8,313 | $5,858+41.9% | $5,144+61.6% | $4,763+74.5% |
| Participant deferral / active EE | $9,414 | $5,948+58.3% | $5,198+81.1% | $5,851+60.9% |
| Admin fee / account holder | $1,583 | $17,111-90.7% | $13,955-88.7% | $11,598-86.4% |