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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 | $615,809 | $82,674+644.9% | $125,363+391.2% | $68,495+799.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.15% | -5.97%-8.2pp | 572.15%-586.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $18,176 | $3,382+437.5% | $4,815+277.5% | $2,596+600.0% |
| Participant deferral / active EE | $14,075 | $6,111+130.3% | $7,447+89.0% | $4,028+249.5% |
| Admin fee / account holder | $49,593 | $6,276+690.2% | $10,005+395.7% | $5,403+817.8% |