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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 | $283,322 | $82,678+242.7% | $125,391+126.0% | $68,490+313.7% |
| Participation rate | 90.3% | 75.1%+15.3pp | 82.4%+7.9pp | 67.9%+22.4pp |
| Annual return | -10.77% | -5.97%-4.8pp | 572.41%-583.2pp | -7.85%-2.9pp |
| Employer contribution / active EE | $6,334 | $3,382+87.3% | $4,816+31.5% | $2,597+143.9% |
| Participant deferral / active EE | $7,707 | $6,111+26.1% | $7,448+3.5% | $4,028+91.3% |
| Admin fee / account holder | $2,253 | $6,277-64.1% | $10,009-77.5% | $5,403-58.3% |