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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 | $396,524 | $138,114+187.1% | $125,391+216.2% | $134,545+194.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.10% | 750.88%-764.0pp | 572.41%-585.5pp | 418.37%-431.5pp |
| Employer contribution / active EE | $8,270 | $5,246+57.6% | $4,816+71.7% | $4,742+74.4% |
| Participant deferral / active EE | $8,858 | $7,801+13.5% | $7,448+18.9% | $6,401+38.4% |
| Admin fee / account holder | $3,873 | $11,570-66.5% | $10,009-61.3% | $11,431-66.1% |