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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 | $745,760 | $73,839+910.0% | $143,788+418.7% | $68,495+988.8% |
| Participation rate | 89.7% | 66.7%+23.1pp | 80.3%+9.4pp | 67.9%+21.9pp |
| Annual return | -17.87% | 1.01%-18.9pp | -0.03%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $23,435 | $3,184+636.0% | $4,952+373.3% | $2,596+802.6% |
| Participant deferral / active EE | $13,224 | $3,384+290.7% | $5,638+134.5% | $4,028+228.3% |
| Admin fee / account holder | $40,078 | $5,755+596.5% | $14,675+173.1% | $5,403+641.7% |