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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 | $377,531 | $138,114+173.3% | $125,391+201.1% | $134,545+180.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $4,961 | $5,246-5.4% | $4,816+3.0% | $4,742+4.6% |
| Participant deferral / active EE | $9,922 | $7,801+27.2% | $7,448+33.2% | $6,401+55.0% |
| Admin fee / account holder | $2,555 | $11,570-77.9% | $10,009-74.5% | $11,431-77.6% |