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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 | $255,209 | $99,644+156.1% | $86,438+195.3% | $134,532+89.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.22% | 6787.26%-6804.5pp | 4397.19%-4414.4pp | 418.27%-435.5pp |
| Employer contribution / active EE | $11,643 | $4,402+164.5% | $3,769+208.9% | $4,741+145.6% |
| Participant deferral / active EE | $8,977 | $7,247+23.9% | $6,952+29.1% | $6,401+40.2% |
| Admin fee / account holder | $9,662 | $8,375+15.4% | $6,733+43.5% | $11,429-15.5% |