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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 | $371,399 | $64,729+473.8% | $112,263+230.8% | $68,490+442.3% |
| Participation rate | 97.6% | 67.2%+30.4pp | 75.1%+22.5pp | 67.9%+29.7pp |
| Annual return | -17.99% | -11.40%-6.6pp | 27.49%-45.5pp | -7.85%-10.1pp |
| Employer contribution / active EE | $21,415 | $2,746+679.9% | $3,636+488.9% | $2,597+724.7% |
| Participant deferral / active EE | $2,268 | $3,566-36.4% | $4,729-52.0% | $4,028-43.7% |
| Admin fee / account holder | $30,174 | $5,222+477.9% | $6,410+370.7% | $5,403+458.5% |