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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 | $299,352 | $209,425+42.9% | $178,499+67.7% | $158,966+88.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.76% | 188.80%-178.0pp | 151.10%-140.3pp | 302.95%-292.2pp |
| Employer contribution / active EE | $10,902 | $5,707+91.0% | $5,011+117.6% | $4,762+128.9% |
| Participant deferral / active EE | $10,451 | $5,955+75.5% | $5,202+100.9% | $5,983+74.7% |
| Admin fee / account holder | $10,958 | $17,078-35.8% | $13,986-21.7% | $11,250-2.6% |