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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 | $312,895 | $167,353+87.0% | $143,797+117.6% | $134,545+132.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -15.69% | 0.48%-16.2pp | -0.04%-15.7pp | 418.37%-434.1pp |
| Employer contribution / active EE | $2,368 | $5,620-57.9% | $4,952-52.2% | $4,742-50.1% |
| Participant deferral / active EE | $6,609 | $6,447+2.5% | $5,638+17.2% | $6,401+3.2% |
| Admin fee / account holder | $1,430 | $18,096-92.1% | $14,679-90.3% | $11,431-87.5% |