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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 | $620,786 | $75,962+717.2% | $154,108+302.8% | $64,173+867.4% |
| Participation rate | 90.9% | 70.4%+20.5pp | 83.0%+7.9pp | 69.6%+21.3pp |
| Annual return | -6.54% | 30.32%-36.9pp | 735.21%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $20,995 | $3,350+526.7% | $5,298+296.3% | $2,381+781.8% |
| Participant deferral / active EE | $16,369 | $3,175+415.6% | $5,081+222.2% | $3,470+371.8% |
| Admin fee / account holder | $7,666 | $5,589+37.2% | $13,411-42.8% | $4,887+56.8% |