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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 | $337,360 | $138,076+144.3% | $123,553+173.0% | $135,380+149.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.06% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $15,267 | $5,152+196.3% | $4,628+229.9% | $4,779+219.5% |
| Participant deferral / active EE | $15,234 | $6,800+124.0% | $6,426+137.1% | $5,609+171.6% |
| Admin fee / account holder | $63,731 | $10,917+483.8% | $9,284+586.4% | $10,828+488.6% |