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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 | $289,693 | $138,076+109.8% | $123,553+134.5% | $135,380+114.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.18% | 153.70%-160.9pp | 119.21%-126.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $5,512 | $5,152+7.0% | $4,628+19.1% | $4,779+15.3% |
| Participant deferral / active EE | $13,030 | $6,800+91.6% | $6,426+102.8% | $5,609+132.3% |
| Admin fee / account holder | $11,454 | $10,917+4.9% | $9,284+23.4% | $10,828+5.8% |