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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 | $270,054 | $75,962+255.5% | $154,108+75.2% | $64,173+320.8% |
| Participation rate | 98.7% | 70.4%+28.3pp | 83.0%+15.7pp | 69.6%+29.1pp |
| Annual return | -6.39% | 30.32%-36.7pp | 735.21%-741.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $15,773 | $3,350+370.8% | $5,298+197.7% | $2,381+562.5% |
| Participant deferral / active EE | $5,018 | $3,175+58.1% | $5,081-1.2% | $3,470+44.6% |
| Admin fee / account holder | $21,812 | $5,589+290.3% | $13,411+62.6% | $4,887+346.3% |