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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 | $275,983 | $133,981+106.0% | $112,249+145.9% | $134,532+105.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.01% | 47.16%-65.2pp | 27.48%-45.5pp | 418.27%-436.3pp |
| Employer contribution / active EE | $6,526 | $4,040+61.6% | $3,636+79.5% | $4,741+37.7% |
| Participant deferral / active EE | $18,158 | $5,292+243.1% | $4,729+284.0% | $6,401+183.7% |
| Admin fee / account holder | $150,935 | $7,492+1914.7% | $6,412+2253.8% | $11,429+1220.7% |