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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 | $347,150 | $167,522+107.2% | $151,639+128.9% | $134,532+158.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.92% | 7.81%-19.7pp | 3.34%-15.3pp | 418.27%-430.2pp |
| Employer contribution / active EE | $23,589 | $6,828+245.5% | $6,165+282.6% | $4,741+397.6% |
| Participant deferral / active EE | $19,640 | $8,986+118.6% | $8,363+134.8% | $6,401+206.8% |
| Admin fee / account holder | $115,346 | $13,780+737.1% | $11,613+893.2% | $11,429+909.3% |