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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 | $617,069 | $167,323+268.8% | $143,770+329.2% | $134,493+358.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -13.23% | 0.47%-13.7pp | -0.04%-13.2pp | 418.01%-431.2pp |
| Employer contribution / active EE | $12,200 | $5,619+117.1% | $4,951+146.4% | $4,740+157.4% |
| Participant deferral / active EE | $15,833 | $6,446+145.6% | $5,638+180.9% | $6,400+147.4% |
| Admin fee / account holder | $4,041 | $18,088-77.7% | $14,673-72.5% | $11,425-64.6% |