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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 | $566,738 | $48,235+1075.0% | $68,803+723.7% | $68,490+727.5% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -16.36% | -12.70%-3.7pp | -6.37%-10.0pp | -7.85%-8.5pp |
| Employer contribution / active EE | $29,127 | $1,829+1492.8% | $2,656+996.8% | $2,597+1021.7% |
| Participant deferral / active EE | $7,964 | $2,867+177.8% | $3,942+102.0% | $4,028+97.7% |
| Admin fee / account holder | $175,593 | $4,361+3926.2% | $4,936+3457.6% | $5,403+3150.0% |