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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 | $398,310 | $167,362+138.0% | $143,799+177.0% | $134,532+196.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.61% | 0.47%-12.1pp | -0.04%-11.6pp | 418.27%-429.9pp |
| Employer contribution / active EE | $16,574 | $5,620+194.9% | $4,952+234.7% | $4,741+249.6% |
| Participant deferral / active EE | $10,843 | $6,447+68.2% | $5,638+92.3% | $6,401+69.4% |
| Admin fee / account holder | $1,018 | $18,094-94.4% | $14,677-93.1% | $11,429-91.1% |