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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 | $335,911 | $167,533+100.5% | $151,645+121.5% | $134,545+149.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.41% | 7.81%-28.2pp | 3.34%-23.8pp | 418.37%-438.8pp |
| Employer contribution / active EE | $19,001 | $6,828+178.3% | $6,165+208.2% | $4,742+300.7% |
| Participant deferral / active EE | $16,840 | $8,985+87.4% | $8,363+101.4% | $6,401+163.1% |
| Admin fee / account holder | $5,585 | $13,781-59.5% | $11,614-51.9% | $11,431-51.1% |