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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 | $564,494 | $138,114+308.7% | $125,391+350.2% | $134,545+319.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.79% | 750.88%-752.7pp | 572.41%-574.2pp | 418.37%-420.2pp |
| Employer contribution / active EE | $21,119 | $5,246+302.6% | $4,816+338.5% | $4,742+345.4% |
| Participant deferral / active EE | $15,544 | $7,801+99.3% | $7,448+108.7% | $6,401+142.8% |
| Admin fee / account holder | $1,484 | $11,570-87.2% | $10,009-85.2% | $11,431-87.0% |