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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 | $402,575 | $138,114+191.5% | $125,391+221.1% | $134,545+199.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.65% | 750.88%-767.5pp | 572.41%-589.1pp | 418.37%-435.0pp |
| Employer contribution / active EE | $3,468 | $5,246-33.9% | $4,816-28.0% | $4,742-26.9% |
| Participant deferral / active EE | $18,583 | $7,801+138.2% | $7,448+149.5% | $6,401+190.3% |
| Admin fee / account holder | $2,098 | $11,570-81.9% | $10,009-79.0% | $11,431-81.6% |