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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 | $632,890 | $167,522+277.8% | $151,639+317.4% | $134,532+370.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.20% | 7.81%-19.0pp | 3.34%-14.5pp | 418.27%-429.5pp |
| Employer contribution / active EE | $29,999 | $6,828+339.4% | $6,165+386.6% | $4,741+532.7% |
| Participant deferral / active EE | $21,233 | $8,986+136.3% | $8,363+153.9% | $6,401+231.7% |
| Admin fee / account holder | $22,567 | $13,780+63.8% | $11,613+94.3% | $11,429+97.5% |