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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 | $291,878 | $202,342+44.2% | $172,753+69.0% | $152,909+90.9% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 15.94% | 1029.88%-1013.9pp | 803.00%-787.1pp | 345.46%-329.5pp |
| Employer contribution / active EE | $1,471 | $5,857-74.9% | $5,144-71.4% | $4,764-69.1% |
| Participant deferral / active EE | $4,658 | $5,948-21.7% | $5,198-10.4% | $5,851-20.4% |
| Admin fee / account holder | $22,670 | $17,112+32.5% | $13,956+62.4% | $11,601+95.4% |