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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 | $502,203 | $167,353+200.1% | $143,797+249.2% | $134,545+273.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.22% | 0.48%-16.7pp | -0.04%-16.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $19,837 | $5,620+252.9% | $4,952+300.6% | $4,742+318.4% |
| Participant deferral / active EE | $18,422 | $6,447+185.7% | $5,638+226.7% | $6,401+187.8% |
| Admin fee / account holder | $20,540 | $18,096+13.5% | $14,679+39.9% | $11,431+79.7% |