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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 | $959,805 | $92,766+934.7% | $82,763+1059.7% | $134,545+613.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -3.04% | 946.97%-950.0pp | 702.45%-705.5pp | 418.37%-421.4pp |
| Employer contribution / active EE | $24,165 | $3,273+638.3% | $3,008+703.3% | $4,742+409.6% |
| Participant deferral / active EE | $7,800 | $4,802+62.4% | $4,395+77.5% | $6,401+21.9% |
| Admin fee / account holder | $109,912 | $5,978+1738.7% | $5,325+1964.0% | $11,431+861.6% |