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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 | $318,307 | $142,361+123.6% | $119,608+166.1% | $134,509+136.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 8.07% | -12.46%+20.5pp | -14.98%+23.1pp | 418.13%-410.1pp |
| Employer contribution / active EE | $2,084 | $5,224-60.1% | $4,232-50.8% | $4,741-56.0% |
| Participant deferral / active EE | $4,297 | $6,468-33.6% | $5,601-23.3% | $6,400-32.9% |
| Admin fee / account holder | $8,676 | $13,588-36.2% | $10,326-16.0% | $11,427-24.1% |