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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 | $599,853 | $142,358+321.4% | $119,615+401.5% | $134,493+346.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.83% | -12.46%-2.4pp | -14.98%+0.2pp | 418.01%-432.8pp |
| Employer contribution / active EE | $32,863 | $5,223+529.2% | $4,232+676.5% | $4,740+593.3% |
| Participant deferral / active EE | $17,950 | $6,470+177.4% | $5,602+220.4% | $6,400+180.5% |
| Admin fee / account holder | $4,330 | $13,585-68.1% | $10,324-58.1% | $11,425-62.1% |