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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 | $462,282 | $110,083+319.9% | $151,645+204.8% | $68,490+575.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 87.5%+2.5pp | 67.9%+22.1pp |
| Annual return | -15.48% | -10.12%-5.4pp | 3.34%-18.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $33,804 | $4,470+656.2% | $6,165+448.3% | $2,597+1201.8% |
| Participant deferral / active EE | $17,503 | $6,526+168.2% | $8,363+109.3% | $4,028+334.6% |
| Admin fee / account holder | $22,818 | $7,718+195.7% | $11,614+96.5% | $5,403+322.3% |