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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 | $274,960 | $171,492+60.3% | $150,734+82.4% | $198,609+38.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 10.84% | 804.70%-793.9pp | 600.81%-590.0pp | 202.70%-191.9pp |
| Employer contribution / active EE | $9,079 | $5,470+66.0% | $4,918+84.6% | $5,055+79.6% |
| Participant deferral / active EE | $10,333 | $6,259+65.1% | $5,610+84.2% | $6,977+48.1% |
| Admin fee / account holder | $2,498 | $17,628-85.8% | $14,905-83.2% | $19,030-86.9% |