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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 | $352,044 | $73,863+376.6% | $143,797+144.8% | $68,490+414.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.15% | 0.91%-19.1pp | -0.04%-18.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $13,388 | $3,185+320.4% | $4,952+170.3% | $2,597+415.6% |
| Participant deferral / active EE | $10,093 | $3,385+198.2% | $5,638+79.0% | $4,028+150.6% |
| Admin fee / account holder | $16,117 | $5,756+180.0% | $14,679+9.8% | $5,403+198.3% |