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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 | $1,258,805 | $162,967+672.4% | $135,792+827.0% | $138,895+806.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 16.59% | 30.08%-13.5pp | 25.96%-9.4pp | 145.39%-128.8pp |
| Employer contribution / active EE | $12,682 | $4,211+201.2% | $3,496+262.8% | $4,194+202.4% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $55,992 | $15,306+265.8% | $12,266+356.5% | $12,562+345.7% |