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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 | $251,890 | $138,076+82.4% | $123,553+103.9% | $135,380+86.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.81% | 153.70%-160.5pp | 119.21%-126.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $9,150 | $5,152+77.6% | $4,628+97.7% | $4,779+91.5% |
| Participant deferral / active EE | $12,842 | $6,800+88.9% | $6,426+99.8% | $5,609+129.0% |
| Admin fee / account holder | $12,767 | $10,917+16.9% | $9,284+37.5% | $10,828+17.9% |