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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 | $270,722 | $138,076+96.1% | $123,553+119.1% | $135,380+100.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.50% | 153.70%-161.2pp | 119.21%-126.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $30,862 | $5,152+499.1% | $4,628+566.8% | $4,779+545.8% |
| Participant deferral / active EE | $15,775 | $6,800+132.0% | $6,426+145.5% | $5,609+181.2% |
| Admin fee / account holder | $1,626 | $10,917-85.1% | $9,284-82.5% | $10,828-85.0% |