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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 | $317,982 | $82,674+284.6% | $125,381+153.6% | $68,486+364.3% |
| Participation rate | 98.4% | 75.1%+23.4pp | 82.4%+16.1pp | 67.9%+30.5pp |
| Annual return | -13.35% | -5.97%-7.4pp | 572.31%-585.7pp | -7.85%-5.5pp |
| Employer contribution / active EE | $16,530 | $3,382+388.8% | $4,815+243.3% | $2,597+536.6% |
| Participant deferral / active EE | $14,453 | $6,111+136.5% | $7,448+94.1% | $4,028+258.9% |
| Admin fee / account holder | $15,104 | $6,277+140.6% | $10,007+50.9% | $5,404+179.5% |