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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 | $275,834 | $202,460+36.2% | $169,385+62.8% | $139,456+97.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 22.99% | 532.07%-509.1pp | 405.82%-382.8pp | 373.45%-350.5pp |
| Employer contribution / active EE | $10,253 | $4,691+118.6% | $4,012+155.6% | $4,753+115.7% |
| Participant deferral / active EE | $12,838 | $6,938+85.0% | $6,221+106.4% | $6,711+91.3% |
| Admin fee / account holder | $7,122 | $10,719-33.6% | $9,011-21.0% | $11,407-37.6% |