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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 | $644,140 | $138,102+366.4% | $125,381+413.7% | $134,532+378.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.88% | 750.73%-763.6pp | 572.31%-585.2pp | 418.27%-431.1pp |
| Employer contribution / active EE | $9,768 | $5,245+86.2% | $4,815+102.9% | $4,741+106.0% |
| Participant deferral / active EE | $10,630 | $7,801+36.3% | $7,448+42.7% | $6,401+66.1% |
| Admin fee / account holder | $23,625 | $11,568+104.2% | $10,007+136.1% | $11,429+106.7% |