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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 | $382,077 | $97,732+290.9% | $83,831+355.8% | $135,380+182.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.61% | 1287.56%-1295.2pp | 850.99%-858.6pp | 519.81%-527.4pp |
| Employer contribution / active EE | $12,616 | $4,222+198.8% | $3,631+247.4% | $4,779+164.0% |
| Participant deferral / active EE | $10,161 | $4,683+117.0% | $4,082+148.9% | $5,609+81.2% |
| Admin fee / account holder | $94,662 | $6,675+1318.3% | $5,479+1627.8% | $10,828+774.2% |