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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 | $749,229 | $167,352+347.7% | $143,788+421.1% | $134,509+457.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.73% | 0.47%-11.2pp | -0.03%-10.7pp | 418.13%-428.9pp |
| Employer contribution / active EE | $9,324 | $5,620+65.9% | $4,952+88.3% | $4,741+96.7% |
| Participant deferral / active EE | $7,388 | $6,447+14.6% | $5,638+31.0% | $6,400+15.4% |
| Admin fee / account holder | $18,329 | $18,091+1.3% | $14,675+24.9% | $11,427+60.4% |