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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 | $255,118 | $97,761+161.0% | $83,850+204.3% | $135,382+88.4% |
| Participation rate | 76.9% | 80.0%-3.0pp | 76.1%+0.8pp | 82.6%-5.7pp |
| Annual return | -6.55% | 1287.44%-1294.0pp | 850.92%-857.5pp | 519.77%-526.3pp |
| Employer contribution / active EE | $10,805 | $4,222+156.0% | $3,631+197.6% | $4,779+126.1% |
| Participant deferral / active EE | $9,698 | $4,682+107.1% | $4,082+137.6% | $5,609+72.9% |
| Admin fee / account holder | $12,051 | $6,674+80.6% | $5,478+120.0% | $10,829+11.3% |