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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 | $339,611 | $138,076+146.0% | $123,553+174.9% | $135,380+150.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.84% | 153.70%-157.5pp | 119.21%-123.0pp | 519.81%-523.6pp |
| Employer contribution / active EE | $8,552 | $5,152+66.0% | $4,628+84.8% | $4,779+79.0% |
| Participant deferral / active EE | $8,604 | $6,800+26.5% | $6,426+33.9% | $5,609+53.4% |
| Admin fee / account holder | $10,746 | $10,917-1.6% | $9,284+15.7% | $10,828-0.8% |