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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 | $507,035 | $100,811+403.0% | $86,698+484.8% | $134,545+276.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.54% | 29.11%-38.7pp | 35.96%-45.5pp | 418.37%-427.9pp |
| Employer contribution / active EE | $11,275 | $3,490+223.1% | $2,837+297.5% | $4,742+137.8% |
| Participant deferral / active EE | $14,860 | $5,339+178.3% | $4,656+219.1% | $6,401+132.1% |
| Admin fee / account holder | $8,883 | $10,926-18.7% | $7,492+18.6% | $11,431-22.3% |