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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 | $425,120 | $138,102+207.8% | $125,381+239.1% | $134,532+216.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.34% | 750.73%-767.1pp | 572.31%-588.7pp | 418.27%-434.6pp |
| Employer contribution / active EE | $7,845 | $5,245+49.6% | $4,815+62.9% | $4,741+65.5% |
| Participant deferral / active EE | $15,278 | $7,801+95.9% | $7,448+105.1% | $6,401+138.7% |
| Admin fee / account holder | $2,416 | $11,568-79.1% | $10,007-75.9% | $11,429-78.9% |