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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 | $260,621 | $138,078+88.7% | $125,363+107.9% | $134,509+93.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -14.29% | 750.49%-764.8pp | 572.15%-586.4pp | 418.13%-432.4pp |
| Employer contribution / active EE | $3,243 | $5,245-38.2% | $4,815-32.6% | $4,741-31.6% |
| Participant deferral / active EE | $12,520 | $7,800+60.5% | $7,447+68.1% | $6,400+95.6% |
| Admin fee / account holder | $51,022 | $11,566+341.1% | $10,005+409.9% | $11,427+346.5% |