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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 | $435,454 | $138,102+215.3% | $125,381+247.3% | $134,532+223.7% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -5.64% | 750.73%-756.4pp | 572.31%-577.9pp | 418.27%-423.9pp |
| Employer contribution / active EE | $19,026 | $5,245+262.7% | $4,815+295.1% | $4,741+301.3% |
| Participant deferral / active EE | $17,792 | $7,801+128.1% | $7,448+138.9% | $6,401+178.0% |
| Admin fee / account holder | $871 | $11,568-92.5% | $10,007-91.3% | $11,429-92.4% |