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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 | $542,424 | $82,314+559.0% | $68,808+688.3% | $134,532+303.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -10.47% | -2.18%-8.3pp | -6.37%-4.1pp | 418.27%-428.7pp |
| Employer contribution / active EE | $40,500 | $3,301+1126.8% | $2,656+1425.0% | $4,741+754.2% |
| Participant deferral / active EE | $24,833 | $4,740+423.9% | $3,942+530.0% | $6,401+288.0% |
| Admin fee / account holder | $3,845 | $6,484-40.7% | $4,936-22.1% | $11,429-66.4% |