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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 | $262,127 | $99,644+163.1% | $86,438+203.3% | $134,532+94.8% |
| Participation rate | 85.7% | 82.1%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -13.86% | 6787.26%-6801.1pp | 4397.19%-4411.0pp | 418.27%-432.1pp |
| Employer contribution / active EE | $1,037 | $4,402-76.4% | $3,769-72.5% | $4,741-78.1% |
| Participant deferral / active EE | $4,985 | $7,247-31.2% | $6,952-28.3% | $6,401-22.1% |
| Admin fee / account holder | $23,313 | $8,375+178.4% | $6,733+246.2% | $11,429+104.0% |