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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 | $579,146 | $167,353+246.1% | $143,797+302.8% | $134,545+330.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.44% | 0.48%-15.9pp | -0.04%-15.4pp | 418.37%-433.8pp |
| Employer contribution / active EE | $3,147 | $5,620-44.0% | $4,952-36.5% | $4,742-33.6% |
| Participant deferral / active EE | $10,116 | $6,447+56.9% | $5,638+79.4% | $6,401+58.0% |
| Admin fee / account holder | $2,959 | $18,096-83.6% | $14,679-79.8% | $11,431-74.1% |