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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 | $439,448 | $110,083+299.2% | $151,645+189.8% | $68,490+541.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.34% | -10.12%-8.2pp | 3.34%-21.7pp | -7.85%-10.5pp |
| Employer contribution / active EE | $15,827 | $4,470+254.1% | $6,165+156.7% | $2,597+509.5% |
| Participant deferral / active EE | $16,081 | $6,526+146.4% | $8,363+92.3% | $4,028+299.2% |
| Admin fee / account holder | $13,363 | $7,718+73.2% | $11,614+15.1% | $5,403+147.3% |