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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 | $267,333 | $72,404+269.2% | $110,243+142.5% | $64,173+316.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.01% | -6.29%+1.3pp | 314.76%-319.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $10,093 | $2,282+342.4% | $3,827+163.8% | $2,381+323.9% |
| Participant deferral / active EE | $12,484 | $3,469+259.8% | $4,672+167.2% | $3,470+259.8% |
| Admin fee / account holder | $47,623 | $5,664+740.8% | $8,548+457.1% | $4,887+874.4% |