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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 | $283,670 | $94,529+200.1% | $140,019+102.6% | $64,173+342.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.65% | 7.77%-14.4pp | 651.17%-657.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $16,300 | $3,812+327.5% | $5,605+190.8% | $2,381+584.6% |
| Participant deferral / active EE | $16,740 | $5,250+218.8% | $6,927+141.7% | $3,470+382.5% |
| Admin fee / account holder | $15,332 | $6,741+127.5% | $10,705+43.2% | $4,887+213.7% |