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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 | $259,608 | $138,075+88.0% | $123,552+110.1% | $135,379+91.8% |
| Participation rate | 73.7% | 84.7%-11.1pp | 82.3%-8.6pp | 82.6%-9.0pp |
| Annual return | -0.13% | 153.70%-153.8pp | 119.20%-119.3pp | 519.79%-519.9pp |
| Employer contribution / active EE | $3,947 | $5,152-23.4% | $4,628-14.7% | $4,779-17.4% |
| Participant deferral / active EE | $8,578 | $6,800+26.1% | $6,426+33.5% | $5,609+52.9% |
| Admin fee / account holder | $1,251 | $10,917-88.5% | $9,285-86.5% | $10,828-88.4% |