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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 | $363,486 | $167,362+117.2% | $143,799+152.8% | $134,532+170.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.86% | 0.47%-13.3pp | -0.04%-12.8pp | 418.27%-431.1pp |
| Employer contribution / active EE | $9,027 | $5,620+60.6% | $4,952+82.3% | $4,741+90.4% |
| Participant deferral / active EE | $9,747 | $6,447+51.2% | $5,638+72.9% | $6,401+52.3% |
| Admin fee / account holder | $5,436 | $18,094-70.0% | $14,677-63.0% | $11,429-52.4% |