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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 | $441,115 | $73,863+497.2% | $143,797+206.8% | $68,490+544.1% |
| Participation rate | 83.3% | 66.7%+16.7pp | 80.3%+3.0pp | 67.9%+15.4pp |
| Annual return | -8.99% | 0.91%-9.9pp | -0.04%-9.0pp | -7.85%-1.1pp |
| Employer contribution / active EE | $6,629 | $3,185+108.2% | $4,952+33.9% | $2,597+155.3% |
| Participant deferral / active EE | $5,149 | $3,385+52.1% | $5,638-8.7% | $4,028+27.8% |
| Admin fee / account holder | $24,637 | $5,756+328.0% | $14,679+67.8% | $5,403+356.0% |