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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 | $836,367 | $82,678+911.6% | $125,391+567.0% | $68,490+1121.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.96% | -5.97%-6.0pp | 572.41%-584.4pp | -7.85%-4.1pp |
| Employer contribution / active EE | $33,992 | $3,382+905.0% | $4,816+605.9% | $2,597+1209.1% |
| Participant deferral / active EE | $12,899 | $6,111+111.1% | $7,448+73.2% | $4,028+220.2% |
| Admin fee / account holder | $100,728 | $6,277+1504.6% | $10,009+906.4% | $5,403+1764.3% |