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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 | $290,027 | $138,102+110.0% | $125,381+131.3% | $134,532+115.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.85% | 750.73%-762.6pp | 572.31%-584.2pp | 418.27%-430.1pp |
| Employer contribution / active EE | $23,561 | $5,245+349.2% | $4,815+389.3% | $4,741+397.0% |
| Participant deferral / active EE | $9,329 | $7,801+19.6% | $7,448+25.3% | $6,401+45.7% |
| Admin fee / account holder | $2,946 | $11,568-74.5% | $10,007-70.6% | $11,429-74.2% |