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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 | $907,709 | $167,522+441.8% | $151,639+498.6% | $134,532+574.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.44% | 7.81%-16.2pp | 3.34%-11.8pp | 418.27%-426.7pp |
| Employer contribution / active EE | $33,811 | $6,828+395.2% | $6,165+448.4% | $4,741+613.1% |
| Participant deferral / active EE | $20,000 | $8,986+122.6% | $8,363+139.1% | $6,401+212.5% |
| Admin fee / account holder | $3,781 | $13,780-72.6% | $11,613-67.4% | $11,429-66.9% |