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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 | $815,221 | $167,353+387.1% | $143,797+466.9% | $134,545+505.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.82% | 0.48%-12.3pp | -0.04%-11.8pp | 418.37%-430.2pp |
| Employer contribution / active EE | $12,814 | $5,620+128.0% | $4,952+158.7% | $4,742+170.2% |
| Participant deferral / active EE | $11,267 | $6,447+74.8% | $5,638+99.8% | $6,401+76.0% |
| Admin fee / account holder | $4,644 | $18,096-74.3% | $14,679-68.4% | $11,431-59.4% |