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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 | $371,591 | $72,177+414.8% | $115,038+223.0% | $59,633+523.1% |
| Participation rate | 94.1% | 72.6%+21.6pp | 81.4%+12.8pp | 68.7%+25.4pp |
| Annual return | -0.65% | 12.02%-12.7pp | 26.14%-26.8pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $13,030 | $2,841+358.6% | $4,608+182.8% | $2,203+491.6% |
| Participant deferral / active EE | $9,756 | $4,783+104.0% | $6,026+61.9% | $3,192+205.7% |
| Admin fee / account holder | $13,242 | $4,927+168.8% | $8,175+62.0% | $4,297+208.2% |