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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 | $543,334 | $138,076+293.5% | $123,553+339.8% | $135,380+301.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.99% | 153.70%-155.7pp | 119.21%-121.2pp | 519.81%-521.8pp |
| Employer contribution / active EE | $9,557 | $5,152+85.5% | $4,628+106.5% | $4,779+100.0% |
| Participant deferral / active EE | $6,506 | $6,800-4.3% | $6,426+1.3% | $5,609+16.0% |
| Admin fee / account holder | $59,979 | $10,917+449.4% | $9,284+546.0% | $10,828+453.9% |