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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 | $252,081 | $180,462+39.7% | $154,111+63.6% | $135,379+86.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 15.27% | 888.17%-872.9pp | 735.18%-719.9pp | 519.79%-504.5pp |
| Employer contribution / active EE | $8,233 | $6,036+36.4% | $5,298+55.4% | $4,779+72.3% |
| Participant deferral / active EE | $7,267 | $5,806+25.2% | $5,081+43.0% | $5,609+29.6% |
| Admin fee / account holder | $1,408 | $16,145-91.3% | $13,411-89.5% | $10,828-87.0% |