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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 | $328,059 | $180,459+81.8% | $154,108+112.9% | $135,380+142.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.08% | 888.21%-894.3pp | 735.21%-741.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $9,970 | $6,035+65.2% | $5,298+88.2% | $4,779+108.6% |
| Participant deferral / active EE | $6,305 | $5,806+8.6% | $5,081+24.1% | $5,609+12.4% |
| Admin fee / account holder | $52,004 | $16,145+222.1% | $13,411+287.8% | $10,828+380.3% |