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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 | $280,973 | $148,629+89.0% | $135,982+106.6% | $139,487+101.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 49.93% | 79.33%-29.4pp | 68.32%-18.4pp | 373.84%-323.9pp |
| Employer contribution / active EE | $40,975 | $5,247+681.0% | $4,859+743.3% | $4,755+761.8% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,061 | $12,406-91.4% | $10,767-90.1% | $11,407-90.7% |