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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 | $257,932 | $167,352+54.1% | $143,788+79.4% | $134,509+91.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.88% | 0.47%-9.3pp | -0.03%-8.8pp | 418.13%-427.0pp |
| Employer contribution / active EE | $8,253 | $5,620+46.8% | $4,952+66.7% | $4,741+74.1% |
| Participant deferral / active EE | $13,059 | $6,447+102.6% | $5,638+131.6% | $6,400+104.0% |
| Admin fee / account holder | $13,689 | $18,091-24.3% | $14,675-6.7% | $11,427+19.8% |