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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 | $332,168 | $129,959+155.6% | $104,301+218.5% | $134,532+146.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.56% | 42.04%-53.6pp | 24.61%-36.2pp | 418.27%-429.8pp |
| Employer contribution / active EE | $35,692 | $4,185+752.8% | $3,373+958.2% | $4,741+652.8% |
| Participant deferral / active EE | $23,687 | $5,589+323.8% | $4,626+412.1% | $6,401+270.1% |
| Admin fee / account holder | $264,885 | $9,325+2740.6% | $7,340+3508.6% | $11,429+2217.7% |