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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 | $740,579 | $93,117+695.3% | $77,096+860.6% | $134,532+450.5% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -15.38% | 62.67%-78.0pp | 42.35%-57.7pp | 418.27%-433.6pp |
| Employer contribution / active EE | $7,809 | $3,420+128.3% | $2,814+177.5% | $4,741+64.7% |
| Participant deferral / active EE | $9,132 | $5,241+74.2% | $4,429+106.2% | $6,401+42.7% |
| Admin fee / account holder | $4,009 | $6,948-42.3% | $5,428-26.1% | $11,429-64.9% |