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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 | $370,662 | $167,362+121.5% | $143,799+157.8% | $134,532+175.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.92% | 0.47%-16.4pp | -0.04%-15.9pp | 418.27%-434.2pp |
| Employer contribution / active EE | $9,775 | $5,620+73.9% | $4,952+97.4% | $4,741+106.2% |
| Participant deferral / active EE | $14,284 | $6,447+121.5% | $5,638+153.3% | $6,401+123.2% |
| Admin fee / account holder | $680 | $18,094-96.2% | $14,677-95.4% | $11,429-94.0% |