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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 | $1,301,273 | $167,362+677.5% | $143,799+804.9% | $134,532+867.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.42% | 0.47%-12.9pp | -0.04%-12.4pp | 418.27%-430.7pp |
| Employer contribution / active EE | $36,115 | $5,620+542.6% | $4,952+629.3% | $4,741+661.7% |
| Participant deferral / active EE | $7,557 | $6,447+17.2% | $5,638+34.0% | $6,401+18.1% |
| Admin fee / account holder | $27,064 | $18,094+49.6% | $14,677+84.4% | $11,429+136.8% |