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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 | $294,785 | $82,674+256.6% | $125,363+135.1% | $68,495+330.4% |
| Participation rate | 94.4% | 75.0%+19.4pp | 82.4%+12.1pp | 67.9%+26.6pp |
| Annual return | -13.79% | -5.97%-7.8pp | 572.15%-585.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $7,500 | $3,382+121.8% | $4,815+55.8% | $2,596+188.9% |
| Participant deferral / active EE | $9,554 | $6,111+56.3% | $7,447+28.3% | $4,028+137.2% |
| Admin fee / account holder | $73,334 | $6,276+1068.4% | $10,005+633.0% | $5,403+1257.2% |