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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 | $1,058,885 | $172,111+515.2% | $150,298+604.5% | $137,256+671.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.59% | 69.37%-56.8pp | 62.79%-50.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $25,796 | $4,636+456.4% | $4,154+521.0% | $4,156+520.7% |
| Participant deferral / active EE | $12,270 | $6,166+99.0% | $5,453+125.0% | $6,407+91.5% |
| Admin fee / account holder | $3,571 | $16,471-78.3% | $14,116-74.7% | $12,270-70.9% |