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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 | $497,832 | $190,916+160.8% | $160,037+211.1% | $134,545+270.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.19% | 552.79%-563.0pp | 408.95%-419.1pp | 418.37%-428.6pp |
| Employer contribution / active EE | $19,773 | $4,996+295.8% | $4,226+367.9% | $4,742+317.0% |
| Participant deferral / active EE | $15,790 | $6,925+128.0% | $6,184+155.3% | $6,401+146.7% |
| Admin fee / account holder | $9,112 | $10,497-13.2% | $8,716+4.5% | $11,431-20.3% |