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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 | $1,025,018 | $73,848+1288.0% | $143,799+612.8% | $68,486+1396.7% |
| Participation rate | 95.7% | 66.7%+29.0pp | 80.3%+15.4pp | 67.9%+27.8pp |
| Annual return | -18.13% | 0.91%-19.0pp | -0.04%-18.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $36,223 | $3,184+1037.5% | $4,952+631.5% | $2,597+1295.0% |
| Participant deferral / active EE | $20,312 | $3,385+500.1% | $5,638+260.2% | $4,028+404.3% |
| Admin fee / account holder | $28,685 | $5,755+398.4% | $14,677+95.4% | $5,404+430.8% |