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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 | $547,792 | $92,766+490.5% | $82,763+561.9% | $134,545+307.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.09% | 946.97%-966.1pp | 702.45%-721.5pp | 418.37%-437.5pp |
| Employer contribution / active EE | $25,821 | $3,273+688.9% | $3,008+758.3% | $4,742+444.6% |
| Participant deferral / active EE | $15,512 | $4,802+223.0% | $4,395+252.9% | $6,401+142.3% |
| Admin fee / account holder | $19,934 | $5,978+233.5% | $5,325+274.3% | $11,431+74.4% |