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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 | $505,017 | $82,674+510.9% | $125,381+302.8% | $68,486+637.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.30% | -5.97%-10.3pp | 572.31%-588.6pp | -7.85%-8.4pp |
| Employer contribution / active EE | $5,378 | $3,382+59.0% | $4,815+11.7% | $2,597+107.1% |
| Participant deferral / active EE | $12,556 | $6,111+105.5% | $7,448+68.6% | $4,028+211.8% |
| Admin fee / account holder | $25,105 | $6,277+300.0% | $10,007+150.9% | $5,404+364.6% |