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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 | $789,870 | $138,102+471.9% | $125,381+530.0% | $134,532+487.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.62% | 750.73%-760.3pp | 572.31%-581.9pp | 418.27%-427.9pp |
| Employer contribution / active EE | $16,476 | $5,245+214.1% | $4,815+242.2% | $4,741+247.5% |
| Participant deferral / active EE | $16,339 | $7,801+109.5% | $7,448+119.4% | $6,401+155.3% |
| Admin fee / account holder | $29,642 | $11,568+156.2% | $10,007+196.2% | $11,429+159.4% |