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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 | $322,330 | $95,895+236.1% | $79,576+305.1% | $134,509+139.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.06% | -2.72%-12.3pp | 0.15%-15.2pp | 418.13%-433.2pp |
| Employer contribution / active EE | $10,424 | $3,128+233.2% | $2,413+331.9% | $4,741+119.9% |
| Participant deferral / active EE | $3,292 | $4,693-29.9% | $3,985-17.4% | $6,400-48.6% |
| Admin fee / account holder | $10,277 | $9,129+12.6% | $6,834+50.4% | $11,427-10.1% |