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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 | $267,664 | $217,392+23.1% | $185,818+44.0% | $167,497+59.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.81% | 148.37%-134.6pp | 122.06%-108.3pp | 478.62%-464.8pp |
| Employer contribution / active EE | $13,571 | $5,873+131.1% | $5,168+162.6% | $4,838+180.5% |
| Participant deferral / active EE | $9,354 | $6,357+47.2% | $5,568+68.0% | $6,341+47.5% |
| Admin fee / account holder | $33,978 | $19,813+71.5% | $16,239+109.2% | $12,310+176.0% |