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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 | $348,190 | $97,732+256.3% | $83,831+315.3% | $135,380+157.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -1.62% | 1287.56%-1289.2pp | 850.99%-852.6pp | 519.81%-521.4pp |
| Employer contribution / active EE | $8,286 | $4,222+96.3% | $3,631+128.2% | $4,779+73.4% |
| Participant deferral / active EE | $6,169 | $4,683+31.7% | $4,082+51.1% | $5,609+10.0% |
| Admin fee / account holder | $12,502 | $6,675+87.3% | $5,479+128.2% | $10,828+15.5% |