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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 | $262,671 | $167,353+57.0% | $143,797+82.7% | $134,545+95.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.85% | 0.48%-19.3pp | -0.04%-18.8pp | 418.37%-437.2pp |
| Employer contribution / active EE | $2,148 | $5,620-61.8% | $4,952-56.6% | $4,742-54.7% |
| Participant deferral / active EE | $5,857 | $6,447-9.2% | $5,638+3.9% | $6,401-8.5% |
| Admin fee / account holder | $37,212 | $18,096+105.6% | $14,679+153.5% | $11,431+225.5% |