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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 | $261,473 | $138,102+89.3% | $125,381+108.5% | $134,532+94.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -15.19% | 750.73%-765.9pp | 572.31%-587.5pp | 418.27%-433.5pp |
| Employer contribution / active EE | $6,374 | $5,245+21.5% | $4,815+32.4% | $4,741+34.4% |
| Participant deferral / active EE | $15,187 | $7,801+94.7% | $7,448+103.9% | $6,401+137.3% |
| Admin fee / account holder | $2,103 | $11,568-81.8% | $10,007-79.0% | $11,429-81.6% |