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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 | $640,399 | $73,863+767.0% | $143,797+345.3% | $68,490+835.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.54% | 0.91%-13.4pp | -0.04%-12.5pp | -7.85%-4.7pp |
| Employer contribution / active EE | $34,911 | $3,185+996.2% | $4,952+604.9% | $2,597+1244.4% |
| Participant deferral / active EE | $8,144 | $3,385+140.6% | $5,638+44.4% | $4,028+102.2% |
| Admin fee / account holder | $213,696 | $5,756+3612.6% | $14,679+1355.8% | $5,403+3855.2% |