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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 | $935,531 | $138,102+577.4% | $125,381+646.1% | $134,532+595.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.72% | 750.73%-758.4pp | 572.31%-580.0pp | 418.27%-426.0pp |
| Employer contribution / active EE | $33,500 | $5,245+538.7% | $4,815+595.7% | $4,741+606.6% |
| Participant deferral / active EE | $24,833 | $7,801+218.4% | $7,448+233.4% | $6,401+288.0% |
| Admin fee / account holder | $23,360 | $11,568+101.9% | $10,007+133.4% | $11,429+104.4% |