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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 | $466,629 | $138,078+237.9% | $125,363+272.2% | $134,509+246.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.54% | 750.49%-759.0pp | 572.15%-580.7pp | 418.13%-426.7pp |
| Employer contribution / active EE | $9,199 | $5,245+75.4% | $4,815+91.1% | $4,741+94.0% |
| Participant deferral / active EE | $15,537 | $7,800+99.2% | $7,447+108.6% | $6,400+142.8% |
| Admin fee / account holder | $5,474 | $11,566-52.7% | $10,005-45.3% | $11,427-52.1% |