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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 | $468,391 | $82,678+466.5% | $125,391+273.5% | $68,490+583.9% |
| Participation rate | 86.8% | 75.1%+11.8pp | 82.4%+4.5pp | 67.9%+18.9pp |
| Annual return | -14.32% | -5.97%-8.4pp | 572.41%-586.7pp | -7.85%-6.5pp |
| Employer contribution / active EE | $8,365 | $3,382+147.3% | $4,816+73.7% | $2,597+222.1% |
| Participant deferral / active EE | $5,942 | $6,111-2.8% | $7,448-20.2% | $4,028+47.5% |
| Admin fee / account holder | $75,501 | $6,277+1102.7% | $10,009+654.4% | $5,403+1297.4% |