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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 | $322,141 | $106,557+202.3% | $91,227+253.1% | $134,545+139.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.24% | 160.81%-176.1pp | 114.14%-129.4pp | 418.37%-433.6pp |
| Employer contribution / active EE | $16,294 | $3,332+389.0% | $2,851+471.5% | $4,742+243.6% |
| Participant deferral / active EE | $9,417 | $4,719+99.6% | $4,234+122.4% | $6,401+47.1% |
| Admin fee / account holder | $1,057 | $6,235-83.1% | $5,423-80.5% | $11,431-90.8% |