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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 | $476,029 | $160,059+197.4% | $140,019+240.0% | $135,380+251.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.25% | 911.48%-914.7pp | 651.17%-654.4pp | 519.81%-523.1pp |
| Employer contribution / active EE | $26,240 | $6,420+308.8% | $5,605+368.1% | $4,779+449.1% |
| Participant deferral / active EE | $6,508 | $7,641-14.8% | $6,927-6.0% | $5,609+16.0% |
| Admin fee / account holder | $17,863 | $13,328+34.0% | $10,705+66.9% | $10,828+65.0% |