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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 | $563,334 | $92,743+507.4% | $82,744+580.8% | $134,532+318.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -3.92% | 946.63%-950.6pp | 702.22%-706.1pp | 418.27%-422.2pp |
| Employer contribution / active EE | $35,910 | $3,273+997.3% | $3,008+1093.8% | $4,741+657.4% |
| Participant deferral / active EE | $24,000 | $4,802+399.8% | $4,395+446.1% | $6,401+274.9% |
| Admin fee / account holder | $6,422 | $5,977+7.4% | $5,325+20.6% | $11,429-43.8% |