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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 | $611,578 | $133,998+356.4% | $112,263+444.8% | $134,545+354.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.72% | 47.17%-57.9pp | 27.49%-38.2pp | 418.37%-429.1pp |
| Employer contribution / active EE | $23,139 | $4,040+472.7% | $3,636+536.4% | $4,742+388.0% |
| Participant deferral / active EE | $10,197 | $5,292+92.7% | $4,729+115.6% | $6,401+59.3% |
| Admin fee / account holder | $40,806 | $7,493+444.6% | $6,410+536.6% | $11,431+257.0% |