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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 | $450,134 | $97,729+360.6% | $83,830+437.0% | $135,379+232.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.54% | 1287.52%-1293.1pp | 850.97%-856.5pp | 519.79%-525.3pp |
| Employer contribution / active EE | $14,094 | $4,222+233.8% | $3,631+288.2% | $4,779+194.9% |
| Participant deferral / active EE | $12,395 | $4,683+164.7% | $4,082+203.7% | $5,609+121.0% |
| Admin fee / account holder | $170,003 | $6,674+2447.1% | $5,479+3003.0% | $10,828+1470.0% |