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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 | $610,912 | $167,352+265.0% | $143,788+324.9% | $134,509+354.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.72% | 0.47%-14.2pp | -0.03%-13.7pp | 418.13%-431.9pp |
| Employer contribution / active EE | $16,709 | $5,620+197.3% | $4,952+237.4% | $4,741+252.5% |
| Participant deferral / active EE | $14,400 | $6,447+123.4% | $5,638+155.4% | $6,400+125.0% |
| Admin fee / account holder | $14,481 | $18,091-20.0% | $14,675-1.3% | $11,427+26.7% |