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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 | $255,907 | $64,719+295.4% | $112,249+128.0% | $68,486+273.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -6.12% | -11.40%+5.3pp | 27.48%-33.6pp | -7.85%+1.7pp |
| Employer contribution / active EE | $7,089 | $2,747+158.1% | $3,636+95.0% | $2,597+173.0% |
| Participant deferral / active EE | $8,664 | $3,565+143.0% | $4,729+83.2% | $4,028+115.1% |
| Admin fee / account holder | $40,854 | $5,232+680.8% | $6,412+537.1% | $5,404+656.0% |