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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 | $347,434 | $138,076+151.6% | $123,553+181.2% | $135,380+156.6% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -0.97% | 153.70%-154.7pp | 119.21%-120.2pp | 519.81%-520.8pp |
| Employer contribution / active EE | $12,659 | $5,152+145.7% | $4,628+173.5% | $4,779+164.9% |
| Participant deferral / active EE | $8,428 | $6,800+24.0% | $6,426+31.2% | $5,609+50.3% |
| Admin fee / account holder | $7,500 | $10,917-31.3% | $9,284-19.2% | $10,828-30.7% |