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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 | $794,230 | $133,983+492.8% | $112,244+607.6% | $134,493+490.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.28% | 47.13%-65.4pp | 27.46%-45.7pp | 418.01%-436.3pp |
| Employer contribution / active EE | $27,605 | $4,039+583.5% | $3,635+659.4% | $4,740+482.4% |
| Participant deferral / active EE | $8,480 | $5,291+60.3% | $4,728+79.3% | $6,400+32.5% |
| Admin fee / account holder | $1,582 | $7,490-78.9% | $6,411-75.3% | $11,425-86.2% |