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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 | $399,830 | $167,362+138.9% | $143,799+178.0% | $134,532+197.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.16% | 0.47%-15.6pp | -0.04%-15.1pp | 418.27%-433.4pp |
| Employer contribution / active EE | $32,695 | $5,620+481.7% | $4,952+560.2% | $4,741+589.6% |
| Participant deferral / active EE | $17,000 | $6,447+163.7% | $5,638+201.5% | $6,401+165.6% |
| Admin fee / account holder | $2,540 | $18,094-86.0% | $14,677-82.7% | $11,429-77.8% |