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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 | $299,065 | $202,342+47.8% | $172,752+73.1% | $152,897+95.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.78% | 1029.83%-1012.1pp | 802.97%-785.2pp | 345.43%-327.7pp |
| Employer contribution / active EE | $7,039 | $5,858+20.2% | $5,144+36.8% | $4,764+47.8% |
| Participant deferral / active EE | $8,384 | $5,948+41.0% | $5,198+61.3% | $5,851+43.3% |
| Admin fee / account holder | $3,884 | $17,111-77.3% | $13,955-72.2% | $11,599-66.5% |