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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 | $865,662 | $75,962+1039.6% | $154,108+461.7% | $64,173+1249.0% |
| Participation rate | 97.8% | 70.4%+27.4pp | 83.0%+14.8pp | 69.6%+28.3pp |
| Annual return | -5.70% | 30.32%-36.0pp | 735.21%-740.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $34,551 | $3,350+931.4% | $5,298+552.2% | $2,381+1351.2% |
| Participant deferral / active EE | $19,885 | $3,175+526.3% | $5,081+291.4% | $3,470+473.1% |
| Admin fee / account holder | $26,594 | $5,589+375.8% | $13,411+98.3% | $4,887+444.1% |