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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 | $277,680 | $138,102+101.1% | $125,381+121.5% | $134,532+106.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.04% | 750.73%-764.8pp | 572.31%-586.4pp | 418.27%-432.3pp |
| Employer contribution / active EE | $17,999 | $5,245+243.1% | $4,815+273.8% | $4,741+279.6% |
| Participant deferral / active EE | $18,330 | $7,801+135.0% | $7,448+146.1% | $6,401+186.4% |
| Admin fee / account holder | $536 | $11,568-95.4% | $10,007-94.6% | $11,429-95.3% |