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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 | $1,412,430 | $190,916+639.8% | $160,037+782.6% | $134,545+949.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -15.79% | 552.79%-568.6pp | 408.95%-424.7pp | 418.37%-434.2pp |
| Employer contribution / active EE | $17,525 | $4,996+250.8% | $4,226+314.7% | $4,742+269.6% |
| Participant deferral / active EE | $10,400 | $6,925+50.2% | $6,184+68.2% | $6,401+62.5% |
| Admin fee / account holder | $1,290 | $10,497-87.7% | $8,716-85.2% | $11,431-88.7% |