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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 | $454,666 | $72,177+529.9% | $115,038+295.2% | $59,633+662.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.20% | 12.02%-12.2pp | 26.14%-26.3pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $17,038 | $2,841+499.7% | $4,608+269.8% | $2,203+673.5% |
| Participant deferral / active EE | $10,234 | $4,783+114.0% | $6,026+69.8% | $3,192+220.7% |
| Admin fee / account holder | $6,796 | $4,927+37.9% | $8,175-16.9% | $4,297+58.2% |