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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 | $269,792 | $57,352+370.4% | $83,830+221.8% | $64,173+320.4% |
| Participation rate | 97.7% | 68.6%+29.1pp | 76.1%+21.5pp | 69.6%+28.1pp |
| Annual return | -3.56% | 11.38%-14.9pp | 850.97%-854.5pp | 7.63%-11.2pp |
| Employer contribution / active EE | $7,047 | $2,546+176.8% | $3,631+94.1% | $2,381+196.0% |
| Participant deferral / active EE | $8,880 | $2,993+196.7% | $4,082+117.5% | $3,470+155.9% |
| Admin fee / account holder | $10,309 | $4,046+154.8% | $5,479+88.2% | $4,887+110.9% |