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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 | $301,358 | $138,114+118.2% | $125,391+140.3% | $134,545+124.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.81% | 750.88%-767.7pp | 572.41%-589.2pp | 418.37%-435.2pp |
| Employer contribution / active EE | $2,402 | $5,246-54.2% | $4,816-50.1% | $4,742-49.3% |
| Participant deferral / active EE | $7,662 | $7,801-1.8% | $7,448+2.9% | $6,401+19.7% |
| Admin fee / account holder | $19,755 | $11,570+70.7% | $10,009+97.4% | $11,431+72.8% |