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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 | $414,361 | $97,732+324.0% | $83,831+394.3% | $135,380+206.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.77% | 1287.56%-1293.3pp | 850.99%-856.8pp | 519.81%-525.6pp |
| Employer contribution / active EE | $22,210 | $4,222+426.1% | $3,631+511.7% | $4,779+364.8% |
| Participant deferral / active EE | $3,362 | $4,683-28.2% | $4,082-17.6% | $5,609-40.1% |
| Admin fee / account holder | $53,829 | $6,675+706.5% | $5,479+882.5% | $10,828+397.1% |