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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 | $484,457 | $82,324+488.5% | $68,803+604.1% | $134,545+260.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.07% | -2.17%-15.9pp | -6.37%-11.7pp | 418.37%-436.4pp |
| Employer contribution / active EE | $16,356 | $3,302+395.4% | $2,656+515.9% | $4,742+244.9% |
| Participant deferral / active EE | $11,180 | $4,740+135.9% | $3,942+183.6% | $6,401+74.7% |
| Admin fee / account holder | $1,929 | $6,485-70.2% | $4,936-60.9% | $11,431-83.1% |