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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 | $290,457 | $93,098+212.0% | $77,081+276.8% | $134,509+115.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.68% | 62.63%-79.3pp | 42.33%-59.0pp | 418.13%-434.8pp |
| Employer contribution / active EE | $25,012 | $3,419+631.5% | $2,813+789.0% | $4,741+427.6% |
| Participant deferral / active EE | $2,100 | $5,239-59.9% | $4,428-52.6% | $6,400-67.2% |
| Admin fee / account holder | $2,341 | $6,945-66.3% | $5,427-56.9% | $11,427-79.5% |