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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 | $479,127 | $167,353+186.3% | $143,797+233.2% | $134,545+256.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.76% | 0.48%-15.2pp | -0.04%-14.7pp | 418.37%-433.1pp |
| Employer contribution / active EE | $15,869 | $5,620+182.3% | $4,952+220.4% | $4,742+234.7% |
| Participant deferral / active EE | $9,164 | $6,447+42.1% | $5,638+62.5% | $6,401+43.2% |
| Admin fee / account holder | $20,000 | $18,096+10.5% | $14,679+36.2% | $11,431+75.0% |