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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 | $299,631 | $99,644+200.7% | $86,438+246.6% | $134,532+122.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -13.90% | 6787.26%-6801.2pp | 4397.19%-4411.1pp | 418.27%-432.2pp |
| Employer contribution / active EE | $1,215 | $4,402-72.4% | $3,769-67.8% | $4,741-74.4% |
| Participant deferral / active EE | $12,109 | $7,247+67.1% | $6,952+74.2% | $6,401+89.2% |
| Admin fee / account holder | $98,913 | $8,375+1081.1% | $6,733+1369.1% | $11,429+765.5% |