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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 | $282,735 | $209,422+35.0% | $178,503+58.4% | $158,982+77.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.75% | 188.81%-176.1pp | 151.12%-138.4pp | 302.99%-290.2pp |
| Employer contribution / active EE | $12,947 | $5,707+126.9% | $5,011+158.4% | $4,763+171.8% |
| Participant deferral / active EE | $8,652 | $5,955+45.3% | $5,202+66.3% | $5,983+44.6% |
| Admin fee / account holder | $22,390 | $17,079+31.1% | $13,987+60.1% | $11,252+99.0% |