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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 | $280,009 | $138,114+102.7% | $125,391+123.3% | $134,545+108.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.96% | 750.88%-766.8pp | 572.41%-588.4pp | 418.37%-434.3pp |
| Employer contribution / active EE | $18,362 | $5,246+250.0% | $4,816+281.3% | $4,742+287.3% |
| Participant deferral / active EE | $9,680 | $7,801+24.1% | $7,448+30.0% | $6,401+51.2% |
| Admin fee / account holder | $9,477 | $11,570-18.1% | $10,009-5.3% | $11,431-17.1% |