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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 | $281,296 | $202,342+39.0% | $172,752+62.8% | $152,897+84.0% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.5%+9.9pp |
| Annual return | 19.70% | 1029.83%-1010.1pp | 802.97%-783.3pp | 345.43%-325.7pp |
| Employer contribution / active EE | $1,926 | $5,858-67.1% | $5,144-62.6% | $4,764-59.6% |
| Participant deferral / active EE | $7,239 | $5,948+21.7% | $5,198+39.3% | $5,851+23.7% |
| Admin fee / account holder | $16,217 | $17,111-5.2% | $13,955+16.2% | $11,599+39.8% |