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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 | $462,835 | $82,674+459.8% | $125,381+269.1% | $68,486+575.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.85% | -5.97%-6.9pp | 572.31%-585.2pp | -7.85%-5.0pp |
| Employer contribution / active EE | $12,288 | $3,382+263.4% | $4,815+155.2% | $2,597+373.2% |
| Participant deferral / active EE | $7,873 | $6,111+28.8% | $7,448+5.7% | $4,028+95.5% |
| Admin fee / account holder | $19,696 | $6,277+213.8% | $10,007+96.8% | $5,404+264.5% |