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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 | $257,370 | $93,124+176.4% | $77,100+233.8% | $134,545+91.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.16% | 62.68%-78.8pp | 42.35%-58.5pp | 418.37%-434.5pp |
| Employer contribution / active EE | $16,883 | $3,421+393.5% | $2,815+499.8% | $4,742+256.1% |
| Participant deferral / active EE | $7,596 | $5,242+44.9% | $4,430+71.5% | $6,401+18.7% |
| Admin fee / account holder | $1,607 | $6,970-76.9% | $5,443-70.5% | $11,431-85.9% |