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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 | $1,232,535 | $138,114+792.4% | $125,391+883.0% | $134,545+816.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -3.08% | 750.88%-754.0pp | 572.41%-575.5pp | 418.37%-421.4pp |
| Employer contribution / active EE | $16,975 | $5,246+223.6% | $4,816+252.5% | $4,742+258.0% |
| Participant deferral / active EE | $23,250 | $7,801+198.0% | $7,448+212.2% | $6,401+263.2% |
| Admin fee / account holder | $1,129 | $11,570-90.2% | $10,009-88.7% | $11,431-90.1% |