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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 | $138,114+121.0% | $125,391+143.4% | $134,545+126.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.09% | 750.88%-768.0pp | 572.41%-589.5pp | 418.37%-435.5pp |
| Employer contribution / active EE | $14,907 | $5,246+184.2% | $4,816+209.6% | $4,742+214.4% |
| Participant deferral / active EE | $5,646 | $7,801-27.6% | $7,448-24.2% | $6,401-11.8% |
| Admin fee / account holder | $18,700 | $11,570+61.6% | $10,009+86.8% | $11,431+63.6% |