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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 | $905,702 | $180,459+401.9% | $154,108+487.7% | $135,380+569.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.92% | 888.21%-893.1pp | 735.21%-740.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $48,722 | $6,035+707.3% | $5,298+819.7% | $4,779+919.5% |
| Participant deferral / active EE | $18,250 | $5,806+214.3% | $5,081+259.2% | $5,609+225.4% |
| Admin fee / account holder | $14,279 | $16,145-11.6% | $13,411+6.5% | $10,828+31.9% |