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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 | $365,215 | $95,895+280.8% | $79,576+359.0% | $134,509+171.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.74% | -2.72%-15.0pp | 0.15%-17.9pp | 418.13%-435.9pp |
| Employer contribution / active EE | $15,022 | $3,128+380.2% | $2,413+522.5% | $4,741+216.9% |
| Participant deferral / active EE | $13,326 | $4,693+183.9% | $3,985+234.4% | $6,400+108.2% |
| Admin fee / account holder | $21,145 | $9,129+131.6% | $6,834+209.4% | $11,427+85.1% |