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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 | $324,734 | $209,874+54.7% | $189,537+71.3% | $167,536+93.8% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 12.80% | 748.61%-735.8pp | 555.34%-542.5pp | 478.82%-466.0pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $21,646 | $8,934+142.3% | $8,220+163.3% | $6,342+241.3% |
| Admin fee / account holder | $6,231 | $14,299-56.4% | $12,048-48.3% | $12,315-49.4% |