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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 | $713,284 | $167,352+326.2% | $143,788+396.1% | $134,509+430.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.33% | 0.47%-5.8pp | -0.03%-5.3pp | 418.13%-423.5pp |
| Employer contribution / active EE | $11,960 | $5,620+112.8% | $4,952+141.5% | $4,741+152.3% |
| Participant deferral / active EE | $22,080 | $6,447+242.5% | $5,638+291.6% | $6,400+245.0% |
| Admin fee / account holder | $1,190 | $18,091-93.4% | $14,675-91.9% | $11,427-89.6% |