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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 | $386,868 | $131,835+193.4% | $108,582+256.3% | $273,972+41.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.40% | -91.57%+96.0pp | -51.70%+56.1pp | 41.46%-37.1pp |
| Employer contribution / active EE | $10,000 | $4,913+103.6% | $3,758+166.1% | $4,869+105.4% |
| Participant deferral / active EE | $5,415 | $5,127+5.6% | $4,311+25.6% | $5,287+2.4% |
| Admin fee / account holder | $15,325 | $10,253+49.5% | $7,645+100.5% | $10,133+51.2% |