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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 | $1,514,469 | $82,674+1731.8% | $125,381+1107.9% | $68,486+2111.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.43% | -5.97%-10.5pp | 572.31%-588.7pp | -7.85%-8.6pp |
| Employer contribution / active EE | $20,557 | $3,382+507.9% | $4,815+326.9% | $2,597+691.7% |
| Participant deferral / active EE | $10,510 | $6,111+72.0% | $7,448+41.1% | $4,028+161.0% |
| Admin fee / account holder | $22,706 | $6,277+261.7% | $10,007+126.9% | $5,404+320.2% |