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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 | $381,291 | $167,353+127.8% | $143,797+165.2% | $134,545+183.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.33% | 0.48%-10.8pp | -0.04%-10.3pp | 418.37%-428.7pp |
| Employer contribution / active EE | $18,446 | $5,620+228.2% | $4,952+272.5% | $4,742+289.0% |
| Participant deferral / active EE | $7,824 | $6,447+21.3% | $5,638+38.8% | $6,401+22.2% |
| Admin fee / account holder | $14,199 | $18,096-21.5% | $14,679-3.3% | $11,431+24.2% |