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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 | $407,017 | $94,529+330.6% | $140,019+190.7% | $64,173+534.3% |
| Participation rate | 96.0% | 84.1%+11.9pp | 87.5%+8.5pp | 69.6%+26.4pp |
| Annual return | -5.32% | 7.77%-13.1pp | 651.17%-656.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $28,760 | $3,812+654.4% | $5,605+413.1% | $2,381+1108.0% |
| Participant deferral / active EE | $14,420 | $5,250+174.7% | $6,927+108.2% | $3,470+315.6% |
| Admin fee / account holder | $49,019 | $6,741+627.2% | $10,705+357.9% | $4,887+903.0% |