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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 | $415,115 | $69,541+496.9% | $59,899+593.0% | $135,380+206.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.07% | 7.95%-14.0pp | 3.46%-9.5pp | 519.81%-525.9pp |
| Employer contribution / active EE | $14,059 | $3,236+334.4% | $2,723+416.3% | $4,779+194.2% |
| Participant deferral / active EE | $9,400 | $4,206+123.5% | $3,402+176.3% | $5,609+67.6% |
| Admin fee / account holder | $4,965 | $5,737-13.5% | $3,592+38.2% | $10,828-54.1% |