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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 | $371,003 | $84,551+338.8% | $61,452+503.7% | $134,532+175.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -18.23% | 585.39%-603.6pp | 338.96%-357.2pp | 418.27%-436.5pp |
| Employer contribution / active EE | $10,200 | $1,545+560.3% | $1,160+779.6% | $4,741+115.1% |
| Participant deferral / active EE | $7,233 | $2,818+156.6% | $2,125+240.5% | $6,401+13.0% |
| Admin fee / account holder | $1,385 | $2,587-46.5% | $2,131-35.0% | $11,429-87.9% |