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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 | $702,435 | $73,848+851.2% | $143,799+388.5% | $68,486+925.7% |
| Participation rate | 93.3% | 66.7%+26.7pp | 80.3%+13.0pp | 67.9%+25.4pp |
| Annual return | -16.24% | 0.91%-17.2pp | -0.04%-16.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $16,149 | $3,184+407.1% | $4,952+226.1% | $2,597+521.9% |
| Participant deferral / active EE | $21,893 | $3,385+546.8% | $5,638+288.3% | $4,028+443.6% |
| Admin fee / account holder | $54,026 | $5,755+838.8% | $14,677+268.1% | $5,404+899.8% |