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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 | $358,097 | $64,729+453.2% | $112,263+219.0% | $68,490+422.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -10.54% | -11.40%+0.9pp | 27.49%-38.0pp | -7.85%-2.7pp |
| Employer contribution / active EE | $24,219 | $2,746+782.0% | $3,636+566.1% | $2,597+832.7% |
| Participant deferral / active EE | $15,443 | $3,566+333.1% | $4,729+226.5% | $4,028+283.4% |
| Admin fee / account holder | $8,988 | $5,222+72.1% | $6,410+40.2% | $5,403+66.3% |