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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 | $378,742 | $82,674+358.1% | $125,358+202.1% | $68,498+452.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.31% | -5.97%-10.3pp | 572.03%-588.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $11,021 | $3,381+225.9% | $4,814+128.9% | $2,596+324.5% |
| Participant deferral / active EE | $11,851 | $6,111+93.9% | $7,447+59.1% | $4,027+194.3% |
| Admin fee / account holder | $40,501 | $6,276+545.3% | $10,007+304.7% | $5,403+649.6% |