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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 | $514,273 | $138,114+272.4% | $125,391+310.1% | $134,545+282.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.33% | 750.88%-766.2pp | 572.41%-587.7pp | 418.37%-433.7pp |
| Employer contribution / active EE | $9,642 | $5,246+83.8% | $4,816+100.2% | $4,742+103.4% |
| Participant deferral / active EE | $17,480 | $7,801+124.1% | $7,448+134.7% | $6,401+173.1% |
| Admin fee / account holder | $454 | $11,570-96.1% | $10,009-95.5% | $11,431-96.0% |