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 | $3,364,410 | $167,350+1910.4% | $143,801+2239.6% | $134,554+2400.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.35% | 0.48%-18.8pp | -0.04%-18.3pp | 418.46%-436.8pp |
| Employer contribution / active EE | $32,227 | $5,620+473.4% | $4,952+550.7% | $4,742+579.7% |
| Participant deferral / active EE | $20,909 | $6,447+224.3% | $5,639+270.8% | $6,401+226.6% |
| Admin fee / account holder | $9,005 | $18,096-50.2% | $14,680-38.7% | $11,430-21.2% |