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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 | $374,237 | $202,326+85.0% | $172,745+116.6% | $152,870+144.8% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 16.33% | 1029.72%-1013.4pp | 802.90%-786.6pp | 345.34%-329.0pp |
| Employer contribution / active EE | $5,642 | $5,858-3.7% | $5,144+9.7% | $4,763+18.5% |
| Participant deferral / active EE | $9,674 | $5,948+62.7% | $5,197+86.1% | $5,850+65.4% |
| Admin fee / account holder | $191,264 | $17,110+1017.9% | $13,954+1270.6% | $11,597+1549.3% |