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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 | $254,086 | $202,440+25.5% | $169,390+50.0% | $139,466+82.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 16.65% | 532.36%-515.7pp | 406.07%-389.4pp | 373.66%-357.0pp |
| Employer contribution / active EE | $11,193 | $4,693+138.5% | $4,013+179.0% | $4,754+135.5% |
| Participant deferral / active EE | $11,564 | $6,940+66.6% | $6,222+85.8% | $6,712+72.3% |
| Admin fee / account holder | $37,119 | $10,722+246.2% | $9,015+311.8% | $11,409+225.4% |