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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 | $337,984 | $138,102+144.7% | $125,381+169.6% | $134,532+151.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.92% | 750.73%-751.6pp | 572.31%-573.2pp | 418.27%-419.2pp |
| Employer contribution / active EE | $3,970 | $5,245-24.3% | $4,815-17.6% | $4,741-16.3% |
| Participant deferral / active EE | $20,673 | $7,801+165.0% | $7,448+177.6% | $6,401+223.0% |
| Admin fee / account holder | $1,323 | $11,568-88.6% | $10,007-86.8% | $11,429-88.4% |