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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 | $383,216 | $138,102+177.5% | $125,381+205.6% | $134,532+184.9% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -19.16% | 750.73%-769.9pp | 572.31%-591.5pp | 418.27%-437.4pp |
| Employer contribution / active EE | $1,431 | $5,245-72.7% | $4,815-70.3% | $4,741-69.8% |
| Participant deferral / active EE | $9,664 | $7,801+23.9% | $7,448+29.8% | $6,401+51.0% |
| Admin fee / account holder | $14,984 | $11,568+29.5% | $10,007+49.7% | $11,429+31.1% |