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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 | $436,347 | $138,114+215.9% | $125,391+248.0% | $134,545+224.3% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+10.9pp | 81.2%+12.1pp |
| Annual return | -11.62% | 750.88%-762.5pp | 572.41%-584.0pp | 418.37%-430.0pp |
| Employer contribution / active EE | $9,179 | $5,246+75.0% | $4,816+90.6% | $4,742+93.6% |
| Participant deferral / active EE | $18,835 | $7,801+141.4% | $7,448+152.9% | $6,401+194.2% |
| Admin fee / account holder | $22,126 | $11,570+91.2% | $10,009+121.1% | $11,431+93.6% |