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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 | $387,711 | $167,362+131.7% | $143,799+169.6% | $134,532+188.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.53% | 0.47%-17.0pp | -0.04%-16.5pp | 418.27%-434.8pp |
| Employer contribution / active EE | $17,590 | $5,620+213.0% | $4,952+255.2% | $4,741+271.0% |
| Participant deferral / active EE | $12,816 | $6,447+98.8% | $5,638+127.3% | $6,401+100.2% |
| Admin fee / account holder | $10,141 | $18,094-44.0% | $14,677-30.9% | $11,429-11.3% |