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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 | $287,115 | $138,076+107.9% | $123,553+132.4% | $135,380+112.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.36% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $12,484 | $5,152+142.3% | $4,628+169.7% | $4,779+161.2% |
| Participant deferral / active EE | $12,553 | $6,800+84.6% | $6,426+95.4% | $5,609+123.8% |
| Admin fee / account holder | $29,400 | $10,917+169.3% | $9,284+216.7% | $10,828+171.5% |