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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 | $305,261 | $138,068+121.1% | $125,358+143.5% | $134,493+127.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.09% | 750.30%-767.4pp | 572.03%-589.1pp | 418.01%-435.1pp |
| Employer contribution / active EE | $14,907 | $5,244+184.3% | $4,814+209.7% | $4,740+214.5% |
| Participant deferral / active EE | $5,646 | $7,799-27.6% | $7,447-24.2% | $6,400-11.8% |
| Admin fee / account holder | $18,700 | $11,568+61.7% | $10,007+86.9% | $11,425+63.7% |