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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 | $315,333 | $64,716+387.3% | $112,258+180.9% | $68,495+360.4% |
| Participation rate | 84.0% | 67.2%+16.8pp | 75.1%+8.9pp | 67.9%+16.1pp |
| Annual return | -18.33% | -11.40%-6.9pp | 27.47%-45.8pp | -7.84%-10.5pp |
| Employer contribution / active EE | $3,598 | $2,746+31.0% | $3,636-1.0% | $2,596+38.6% |
| Participant deferral / active EE | $9,599 | $3,565+169.3% | $4,728+103.0% | $4,028+138.3% |
| Admin fee / account holder | $1,676 | $5,232-68.0% | $6,411-73.9% | $5,403-69.0% |