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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 | $291,541 | $202,342+44.1% | $172,752+68.8% | $152,897+90.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.07% | 1029.83%-1010.8pp | 802.97%-783.9pp | 345.43%-326.4pp |
| Employer contribution / active EE | $13,477 | $5,858+130.1% | $5,144+162.0% | $4,764+182.9% |
| Participant deferral / active EE | $9,070 | $5,948+52.5% | $5,198+74.5% | $5,851+55.0% |
| Admin fee / account holder | $1,712 | $17,111-90.0% | $13,955-87.7% | $11,599-85.2% |