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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 | $377,368 | $138,076+173.3% | $123,553+205.4% | $135,380+178.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.61% | 153.70%-152.1pp | 119.21%-117.6pp | 519.81%-518.2pp |
| Employer contribution / active EE | $12,475 | $5,152+142.2% | $4,628+169.6% | $4,779+161.0% |
| Participant deferral / active EE | $6,451 | $6,800-5.1% | $6,426+0.4% | $5,609+15.0% |
| Admin fee / account holder | $4,777 | $10,917-56.2% | $9,284-48.6% | $10,828-55.9% |