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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 | $350,378 | $138,102+153.7% | $125,381+179.4% | $134,532+160.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.65% | 750.73%-759.4pp | 572.31%-581.0pp | 418.27%-426.9pp |
| Employer contribution / active EE | $12,598 | $5,245+140.2% | $4,815+161.6% | $4,741+165.7% |
| Participant deferral / active EE | $9,977 | $7,801+27.9% | $7,448+34.0% | $6,401+55.9% |
| Admin fee / account holder | $30,978 | $11,568+167.8% | $10,007+209.6% | $11,429+171.1% |