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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 | $432,352 | $85,790+404.0% | $67,313+542.3% | $135,380+219.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.51% | -0.54%-4.0pp | -4.08%-0.4pp | 519.81%-524.3pp |
| Employer contribution / active EE | $31,966 | $3,487+816.6% | $2,566+1145.9% | $4,779+568.9% |
| Participant deferral / active EE | $5,531 | $4,651+18.9% | $3,568+55.0% | $5,609-1.4% |
| Admin fee / account holder | $37,682 | $6,392+489.5% | $4,507+736.1% | $10,828+248.0% |