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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 | $263,131 | $162,136+62.3% | $152,301+72.8% | $154,746+70.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.52% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $30,573 | $4,890+525.2% | $4,624+561.1% | $4,379+598.2% |
| Participant deferral / active EE | $14,821 | $8,341+77.7% | $8,004+85.2% | $6,730+120.2% |
| Admin fee / account holder | $17,429 | $15,759+10.6% | $14,398+21.1% | $14,365+21.3% |