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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 | $437,048 | $202,342+116.0% | $172,752+153.0% | $152,897+185.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.49% | 1029.83%-1014.3pp | 802.97%-787.5pp | 345.43%-329.9pp |
| Employer contribution / active EE | $6,762 | $5,858+15.4% | $5,144+31.5% | $4,764+42.0% |
| Participant deferral / active EE | $8,767 | $5,948+47.4% | $5,198+68.7% | $5,851+49.8% |
| Admin fee / account holder | $2,047 | $17,111-88.0% | $13,955-85.3% | $11,599-82.4% |