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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 | $468,262 | $180,459+159.5% | $154,108+203.9% | $135,380+245.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.24% | 888.21%-896.4pp | 735.21%-743.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $28,093 | $6,035+365.5% | $5,298+430.3% | $4,779+487.8% |
| Participant deferral / active EE | $11,591 | $5,806+99.6% | $5,081+128.1% | $5,609+106.6% |
| Admin fee / account holder | $2,291 | $16,145-85.8% | $13,411-82.9% | $10,828-78.8% |