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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 | $297,616 | $95,188+212.7% | $76,518+288.9% | $135,380+119.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.69% | 4.85%-10.5pp | -0.27%-5.4pp | 519.81%-525.5pp |
| Employer contribution / active EE | $8,431 | $3,303+155.3% | $2,647+218.5% | $4,779+76.4% |
| Participant deferral / active EE | $24,500 | $4,640+428.0% | $3,836+538.7% | $5,609+336.8% |
| Admin fee / account holder | $5,626 | $6,249-10.0% | $4,849+16.0% | $10,828-48.0% |