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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 | $783,759 | $167,362+368.3% | $143,799+445.0% | $134,532+482.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.40% | 0.47%-17.9pp | -0.04%-17.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $39,438 | $5,620+601.7% | $4,952+696.4% | $4,741+731.8% |
| Participant deferral / active EE | $17,827 | $6,447+176.5% | $5,638+216.2% | $6,401+178.5% |
| Admin fee / account holder | $326,660 | $18,094+1705.4% | $14,677+2125.6% | $11,429+2758.3% |