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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 | $312,023 | $138,102+125.9% | $125,381+148.9% | $134,532+131.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.31% | 750.73%-771.0pp | 572.31%-592.6pp | 418.27%-438.6pp |
| Employer contribution / active EE | $3,153 | $5,245-39.9% | $4,815-34.5% | $4,741-33.5% |
| Participant deferral / active EE | $9,209 | $7,801+18.1% | $7,448+23.6% | $6,401+43.9% |
| Admin fee / account holder | $5,499 | $11,568-52.5% | $10,007-45.0% | $11,429-51.9% |