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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 | $286,252 | $82,674+246.2% | $125,381+128.3% | $68,486+318.0% |
| Participation rate | 97.1% | 75.1%+22.1pp | 82.4%+14.8pp | 67.9%+29.2pp |
| Annual return | -15.12% | -5.97%-9.2pp | 572.31%-587.4pp | -7.85%-7.3pp |
| Employer contribution / active EE | $9,386 | $3,382+177.5% | $4,815+94.9% | $2,597+261.5% |
| Participant deferral / active EE | $10,043 | $6,111+64.3% | $7,448+34.8% | $4,028+149.3% |
| Admin fee / account holder | $5,811 | $6,277-7.4% | $10,007-41.9% | $5,404+7.5% |