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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 | $305,989 | $202,342+51.2% | $172,753+77.1% | $152,909+100.1% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 22.49% | 1029.88%-1007.4pp | 803.00%-780.5pp | 345.46%-323.0pp |
| Employer contribution / active EE | $2,112 | $5,857-63.9% | $5,144-58.9% | $4,764-55.7% |
| Participant deferral / active EE | $6,388 | $5,948+7.4% | $5,198+22.9% | $5,851+9.2% |
| Admin fee / account holder | $1,914 | $17,112-88.8% | $13,956-86.3% | $11,601-83.5% |