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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 | $899,220 | $180,466+398.3% | $154,114+483.5% | $135,382+564.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.85% | 888.15%-895.0pp | 735.16%-742.0pp | 519.77%-526.6pp |
| Employer contribution / active EE | $35,128 | $6,035+482.0% | $5,298+563.1% | $4,779+635.1% |
| Participant deferral / active EE | $17,903 | $5,806+208.3% | $5,081+252.4% | $5,609+219.2% |
| Admin fee / account holder | $2,673 | $16,144-83.4% | $13,411-80.1% | $10,829-75.3% |