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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 | $308,013 | $138,114+123.0% | $125,391+145.6% | $134,545+128.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.35% | 750.88%-761.2pp | 572.41%-582.8pp | 418.37%-428.7pp |
| Employer contribution / active EE | $1,081 | $5,246-79.4% | $4,816-77.6% | $4,742-77.2% |
| Participant deferral / active EE | $7,030 | $7,801-9.9% | $7,448-5.6% | $6,401+9.8% |
| Admin fee / account holder | $5,738 | $11,570-50.4% | $10,009-42.7% | $11,431-49.8% |