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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 | $402,063 | $180,459+122.8% | $154,108+160.9% | $135,380+197.0% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -5.76% | 888.21%-894.0pp | 735.21%-741.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $16,856 | $6,035+179.3% | $5,298+218.2% | $4,779+252.7% |
| Participant deferral / active EE | $14,750 | $5,806+154.0% | $5,081+190.3% | $5,609+163.0% |
| Admin fee / account holder | $52,688 | $16,145+226.3% | $13,411+292.9% | $10,828+386.6% |