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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 | $1,070,710 | $167,352+539.8% | $143,788+644.6% | $134,509+696.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.97% | 0.47%-14.4pp | -0.03%-13.9pp | 418.13%-432.1pp |
| Employer contribution / active EE | $17,996 | $5,620+220.2% | $4,952+263.4% | $4,741+279.6% |
| Participant deferral / active EE | $12,121 | $6,447+88.0% | $5,638+115.0% | $6,400+89.4% |
| Admin fee / account holder | $12,512 | $18,091-30.8% | $14,675-14.7% | $11,427+9.5% |