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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 | $256,112 | $100,805+154.1% | $86,698+195.4% | $134,532+90.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.14% | 29.09%-40.2pp | 35.95%-47.1pp | 418.27%-429.4pp |
| Employer contribution / active EE | $1,367 | $3,490-60.8% | $2,837-51.8% | $4,741-71.2% |
| Participant deferral / active EE | $2,771 | $5,339-48.1% | $4,656-40.5% | $6,401-56.7% |
| Admin fee / account holder | $5,018 | $10,925-54.1% | $7,493-33.0% | $11,429-56.1% |