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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 | $482,410 | $73,848+553.3% | $143,799+235.5% | $68,486+604.4% |
| Participation rate | 82.1% | 66.7%+15.5pp | 80.3%+1.8pp | 67.9%+14.2pp |
| Annual return | -15.33% | 0.91%-16.2pp | -0.04%-15.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $14,269 | $3,184+348.1% | $4,952+188.1% | $2,597+449.5% |
| Participant deferral / active EE | $14,124 | $3,385+317.3% | $5,638+150.5% | $4,028+250.7% |
| Admin fee / account holder | $52,624 | $5,755+814.4% | $14,677+258.5% | $5,404+873.8% |