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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 | $546,490 | $92,766+489.1% | $82,763+560.3% | $134,545+306.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -0.73% | 946.97%-947.7pp | 702.45%-703.2pp | 418.37%-419.1pp |
| Employer contribution / active EE | $22,063 | $3,273+574.1% | $3,008+633.4% | $4,742+365.3% |
| Participant deferral / active EE | $27,000 | $4,802+462.2% | $4,395+514.3% | $6,401+321.8% |
| Admin fee / account holder | $10,135 | $5,978+69.5% | $5,325+90.3% | $11,431-11.3% |