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 | $1,169,317 | $180,461+548.0% | $154,110+658.8% | $135,381+763.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.97% | 888.23%-892.2pp | 735.22%-739.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $34,895 | $6,035+478.2% | $5,298+558.7% | $4,779+630.2% |
| Participant deferral / active EE | $20,719 | $5,806+256.8% | $5,081+307.8% | $5,609+269.4% |
| Admin fee / account holder | $217,939 | $16,146+1249.8% | $13,412+1525.0% | $10,828+1912.7% |