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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 | $435,929 | $76,912+466.8% | $129,110+237.6% | $68,495+536.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -17.05% | -9.78%-7.3pp | -10.94%-6.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $14,373 | $3,243+343.2% | $5,052+184.5% | $2,596+453.6% |
| Participant deferral / active EE | $5,730 | $4,732+21.1% | $6,542-12.4% | $4,028+42.3% |
| Admin fee / account holder | $52,563 | $6,638+691.9% | $14,302+267.5% | $5,403+872.8% |