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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 | $409,963 | $167,362+145.0% | $143,799+185.1% | $134,532+204.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.04% | 0.47%-19.5pp | -0.04%-19.0pp | 418.27%-437.3pp |
| Employer contribution / active EE | $35,912 | $5,620+539.0% | $4,952+625.2% | $4,741+657.5% |
| Participant deferral / active EE | $16,632 | $6,447+158.0% | $5,638+195.0% | $6,401+159.8% |
| Admin fee / account holder | $7,414 | $18,094-59.0% | $14,677-49.5% | $11,429-35.1% |