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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 | $307,778 | $142,409+116.1% | $119,634+157.3% | $134,545+128.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.16% | -12.46%-6.7pp | -14.98%-4.2pp | 418.37%-437.5pp |
| Employer contribution / active EE | $16,909 | $5,224+223.7% | $4,232+299.5% | $4,742+256.6% |
| Participant deferral / active EE | $15,036 | $6,468+132.5% | $5,601+168.5% | $6,401+134.9% |
| Admin fee / account holder | $5,020 | $13,594-63.1% | $10,329-51.4% | $11,431-56.1% |