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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 | $270,413 | $202,342+33.6% | $172,753+56.5% | $152,909+76.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.16% | 1029.88%-1016.7pp | 803.00%-789.8pp | 345.46%-332.3pp |
| Employer contribution / active EE | $5,006 | $5,857-14.5% | $5,144-2.7% | $4,764+5.1% |
| Participant deferral / active EE | $10,351 | $5,948+74.0% | $5,198+99.2% | $5,851+76.9% |
| Admin fee / account holder | $2,279 | $17,112-86.7% | $13,956-83.7% | $11,601-80.4% |