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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 | $409,153 | $53,162+669.6% | $91,227+348.5% | $68,490+497.4% |
| Participation rate | 87.5% | 63.2%+24.3pp | 73.2%+14.3pp | 67.9%+19.6pp |
| Annual return | -6.13% | -3.14%-3.0pp | 114.14%-120.3pp | -7.85%+1.7pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,643 | $2,974+123.4% | $4,234+56.9% | $4,028+64.9% |
| Admin fee / account holder | $19,166 | $4,493+326.5% | $5,423+253.4% | $5,403+254.7% |