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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 | $391,294 | $167,362+133.8% | $143,799+172.1% | $134,532+190.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.89% | 0.47%-18.4pp | -0.04%-17.8pp | 418.27%-436.2pp |
| Employer contribution / active EE | $2,315 | $5,620-58.8% | $4,952-53.2% | $4,741-51.2% |
| Participant deferral / active EE | $7,728 | $6,447+19.9% | $5,638+37.1% | $6,401+20.7% |
| Admin fee / account holder | $29,194 | $18,094+61.3% | $14,677+98.9% | $11,429+155.4% |