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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 | $337,906 | $82,324+310.5% | $68,803+391.1% | $134,545+151.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.08% | -2.17%-14.9pp | -6.37%-10.7pp | 418.37%-435.4pp |
| Employer contribution / active EE | $29,294 | $3,302+787.3% | $2,656+1003.0% | $4,742+517.8% |
| Participant deferral / active EE | $17,693 | $4,740+273.3% | $3,942+348.8% | $6,401+176.4% |
| Admin fee / account holder | $32,700 | $6,485+404.2% | $4,936+562.5% | $11,431+186.1% |