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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 | $1,134,135 | $167,533+577.0% | $151,645+647.9% | $134,545+742.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.04% | 7.81%-24.9pp | 3.34%-20.4pp | 418.37%-435.4pp |
| Employer contribution / active EE | $2,640 | $6,828-61.3% | $6,165-57.2% | $4,742-44.3% |
| Participant deferral / active EE | $18,867 | $8,985+110.0% | $8,363+125.6% | $6,401+194.7% |
| Admin fee / account holder | $2,577 | $13,781-81.3% | $11,614-77.8% | $11,431-77.5% |