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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 | $312,307 | $138,075+126.2% | $123,552+152.8% | $135,379+130.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.36% | 153.70%-160.1pp | 119.20%-125.6pp | 519.79%-526.2pp |
| Employer contribution / active EE | $7,368 | $5,152+43.0% | $4,628+59.2% | $4,779+54.2% |
| Participant deferral / active EE | $14,553 | $6,800+114.0% | $6,426+126.5% | $5,609+159.5% |
| Admin fee / account holder | $1,982 | $10,917-81.8% | $9,285-78.7% | $10,828-81.7% |