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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 | $500,254 | $77,817+542.9% | $123,553+304.9% | $64,173+679.5% |
| Participation rate | 88.5% | 74.7%+13.8pp | 82.3%+6.2pp | 69.6%+18.9pp |
| Annual return | -3.25% | 12.49%-15.7pp | 119.21%-122.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $14,293 | $3,014+374.2% | $4,628+208.8% | $2,381+500.3% |
| Participant deferral / active EE | $9,563 | $5,240+82.5% | $6,426+48.8% | $3,470+175.6% |
| Admin fee / account holder | $68,741 | $5,519+1145.5% | $9,284+640.4% | $4,887+1306.5% |