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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 | $331,398 | $82,674+300.8% | $125,381+164.3% | $68,486+383.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.83% | -5.97%-9.9pp | 572.31%-588.1pp | -7.85%-8.0pp |
| Employer contribution / active EE | $5,369 | $3,382+58.8% | $4,815+11.5% | $2,597+106.8% |
| Participant deferral / active EE | $8,548 | $6,111+39.9% | $7,448+14.8% | $4,028+112.2% |
| Admin fee / account holder | $35,706 | $6,277+468.8% | $10,007+256.8% | $5,404+560.8% |