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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 | $882,002 | $73,863+1094.1% | $143,797+513.4% | $68,490+1187.8% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.3pp | 67.9%+28.8pp |
| Annual return | -17.50% | 0.91%-18.4pp | -0.04%-17.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $38,060 | $3,185+1095.1% | $4,952+668.5% | $2,597+1365.7% |
| Participant deferral / active EE | $21,820 | $3,385+544.7% | $5,638+287.0% | $4,028+441.7% |
| Admin fee / account holder | $35,421 | $5,756+515.4% | $14,679+141.3% | $5,403+555.6% |