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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 | $331,030 | $180,459+83.4% | $154,108+114.8% | $135,380+144.5% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | -8.31% | 888.21%-896.5pp | 735.21%-743.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $23,821 | $6,035+294.7% | $5,298+349.7% | $4,779+398.5% |
| Participant deferral / active EE | $13,558 | $5,806+133.5% | $5,081+166.9% | $5,609+141.7% |
| Admin fee / account holder | $28,779 | $16,145+78.3% | $13,411+114.6% | $10,828+165.8% |