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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 | $259,550 | $217,432+19.4% | $185,851+39.7% | $167,553+54.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.12% | 148.43%-135.3pp | 122.11%-109.0pp | 478.89%-465.8pp |
| Employer contribution / active EE | $14,243 | $5,874+142.4% | $5,168+175.6% | $4,840+194.3% |
| Participant deferral / active EE | $10,383 | $6,357+63.3% | $5,569+86.5% | $6,343+63.7% |
| Admin fee / account holder | $3,019 | $19,820-84.8% | $16,245-81.4% | $12,316-75.5% |