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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 | $704,696 | $167,353+321.1% | $143,797+390.1% | $134,545+423.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.72% | 0.48%-17.2pp | -0.04%-16.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $18,224 | $5,620+224.2% | $4,952+268.0% | $4,742+284.4% |
| Participant deferral / active EE | $26,365 | $6,447+308.9% | $5,638+367.6% | $6,401+311.9% |
| Admin fee / account holder | $8,592 | $18,096-52.5% | $14,679-41.5% | $11,431-24.8% |