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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 | $949,963 | $138,114+587.8% | $125,391+657.6% | $134,545+606.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.85% | 750.88%-765.7pp | 572.41%-587.3pp | 418.37%-433.2pp |
| Employer contribution / active EE | $11,375 | $5,246+116.8% | $4,816+136.2% | $4,742+139.9% |
| Participant deferral / active EE | $9,415 | $7,801+20.7% | $7,448+26.4% | $6,401+47.1% |
| Admin fee / account holder | $33,914 | $11,570+193.1% | $10,009+238.8% | $11,431+196.7% |