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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 | $529,236 | $167,504+216.0% | $151,628+249.0% | $134,509+293.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.12% | 7.81%-28.9pp | 3.34%-24.5pp | 418.13%-439.3pp |
| Employer contribution / active EE | $11,027 | $6,828+61.5% | $6,165+78.9% | $4,741+132.6% |
| Participant deferral / active EE | $9,853 | $8,985+9.7% | $8,363+17.8% | $6,400+54.0% |
| Admin fee / account holder | $11,583 | $13,779-15.9% | $11,613-0.3% | $11,427+1.4% |