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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 | $311,092 | $142,409+118.5% | $119,634+160.0% | $134,545+131.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.73% | -12.46%+1.7pp | -14.98%+4.2pp | 418.37%-429.1pp |
| Employer contribution / active EE | $5,029 | $5,224-3.7% | $4,232+18.8% | $4,742+6.1% |
| Participant deferral / active EE | $12,260 | $6,468+89.6% | $5,601+118.9% | $6,401+91.5% |
| Admin fee / account holder | $198,745 | $13,594+1362.0% | $10,329+1824.1% | $11,431+1638.7% |