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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 | $373,145 | $138,114+170.2% | $125,391+197.6% | $134,545+177.3% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -20.01% | 750.88%-770.9pp | 572.41%-592.4pp | 418.37%-438.4pp |
| Employer contribution / active EE | $15,936 | $5,246+203.8% | $4,816+230.9% | $4,742+236.1% |
| Participant deferral / active EE | $10,967 | $7,801+40.6% | $7,448+47.2% | $6,401+71.3% |
| Admin fee / account holder | $8,250 | $11,570-28.7% | $10,009-17.6% | $11,431-27.8% |