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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 | $360,546 | $209,874+71.8% | $189,537+90.2% | $167,536+115.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.20% | 748.61%-733.4pp | 555.34%-540.1pp | 478.82%-463.6pp |
| Employer contribution / active EE | $14,536 | $6,913+110.3% | $6,161+135.9% | $4,839+200.4% |
| Participant deferral / active EE | $11,157 | $8,934+24.9% | $8,220+35.7% | $6,342+75.9% |
| Admin fee / account holder | $27,945 | $14,299+95.4% | $12,048+131.9% | $12,315+126.9% |