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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 | $326,944 | $138,114+136.7% | $125,391+160.7% | $134,545+143.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.47% | 750.88%-768.4pp | 572.41%-589.9pp | 418.37%-435.8pp |
| Employer contribution / active EE | $28,982 | $5,246+452.5% | $4,816+501.8% | $4,742+511.2% |
| Participant deferral / active EE | $18,000 | $7,801+130.7% | $7,448+141.7% | $6,401+181.2% |
| Admin fee / account holder | $16,696 | $11,570+44.3% | $10,009+66.8% | $11,431+46.1% |