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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 | $296,634 | $73,839+301.7% | $143,788+106.3% | $68,495+333.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.90% | 1.01%-15.9pp | -0.03%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $15,409 | $3,184+383.9% | $4,952+211.2% | $2,596+493.4% |
| Participant deferral / active EE | $8,316 | $3,384+145.7% | $5,638+47.5% | $4,028+106.5% |
| Admin fee / account holder | $38,107 | $5,755+562.2% | $14,675+159.7% | $5,403+605.2% |