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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 | $400,035 | $88,585+351.6% | $69,884+472.4% | $134,532+197.4% |
| Participation rate | 91.7% | 74.9%+16.8pp | 70.5%+21.2pp | 81.2%+10.4pp |
| Annual return | -18.09% | 442.80%-460.9pp | 190.81%-208.9pp | 418.27%-436.4pp |
| Employer contribution / active EE | $12,500 | $3,235+286.4% | $2,560+388.3% | $4,741+163.7% |
| Participant deferral / active EE | $1,021 | $4,770-78.6% | $3,848-73.5% | $6,401-84.0% |
| Admin fee / account holder | $110,296 | $10,441+956.4% | $6,266+1660.1% | $11,429+865.1% |