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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 | $441,889 | $160,059+176.1% | $140,019+215.6% | $135,379+226.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.16% | 911.44%-918.6pp | 651.15%-658.3pp | 519.79%-526.9pp |
| Employer contribution / active EE | $38,604 | $6,420+501.4% | $5,605+588.7% | $4,779+707.8% |
| Participant deferral / active EE | $5,729 | $7,641-25.0% | $6,927-17.3% | $5,609+2.1% |
| Admin fee / account holder | $3,011 | $13,328-77.4% | $10,705-71.9% | $10,828-72.2% |