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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 | $411,743 | $97,020+324.4% | $83,327+394.1% | $135,380+204.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.41% | 12.31%-18.7pp | 10.64%-17.1pp | 519.81%-526.2pp |
| Employer contribution / active EE | $24,570 | $4,144+493.0% | $3,379+627.2% | $4,779+414.1% |
| Participant deferral / active EE | $17,895 | $5,964+200.0% | $5,565+221.5% | $5,609+219.0% |
| Admin fee / account holder | $337 | $8,426-96.0% | $7,540-95.5% | $10,828-96.9% |