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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 | $254,757 | $160,070+59.2% | $147,117+73.2% | $145,897+74.6% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 10.76% | 98.69%-87.9pp | 420.54%-409.8pp | 552.29%-541.5pp |
| Employer contribution / active EE | $9,101 | $5,285+72.2% | $4,932+84.5% | $4,663+95.2% |
| Participant deferral / active EE | $11,186 | $8,419+32.9% | $8,065+38.7% | $6,689+67.2% |
| Admin fee / account holder | $471 | $15,035-96.9% | $12,993-96.4% | $13,390-96.5% |