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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 | $332,844 | $99,644+234.0% | $86,438+285.1% | $134,532+147.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.40% | 6787.26%-6805.7pp | 4397.19%-4415.6pp | 418.27%-436.7pp |
| Employer contribution / active EE | $20,162 | $4,402+358.0% | $3,769+434.9% | $4,741+325.3% |
| Participant deferral / active EE | $9,448 | $7,247+30.4% | $6,952+35.9% | $6,401+47.6% |
| Admin fee / account holder | $945 | $8,375-88.7% | $6,733-86.0% | $11,429-91.7% |