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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 | $323,818 | $77,817+316.1% | $123,553+162.1% | $64,173+404.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.19% | 12.49%-19.7pp | 119.21%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $10,801 | $3,014+258.4% | $4,628+133.4% | $2,381+353.7% |
| Participant deferral / active EE | $13,273 | $5,240+153.3% | $6,426+106.6% | $3,470+282.5% |
| Admin fee / account holder | $44,272 | $5,519+702.2% | $9,284+376.8% | $4,887+805.8% |