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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 | $354,760 | $105,866+235.1% | $90,766+290.9% | $134,545+163.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.87% | -10.99%-4.9pp | -12.16%-3.7pp | 418.37%-434.2pp |
| Employer contribution / active EE | $15,834 | $3,464+357.1% | $2,922+441.9% | $4,742+233.9% |
| Participant deferral / active EE | $17,361 | $5,217+232.8% | $4,565+280.3% | $6,401+171.2% |
| Admin fee / account holder | $1,503 | $13,938-89.2% | $8,446-82.2% | $11,431-86.8% |