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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 | $744,070 | $138,114+438.7% | $125,391+493.4% | $134,545+453.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -15.09% | 750.88%-766.0pp | 572.41%-587.5pp | 418.37%-433.5pp |
| Employer contribution / active EE | $1,303 | $5,246-75.2% | $4,816-72.9% | $4,742-72.5% |
| Participant deferral / active EE | $5,213 | $7,801-33.2% | $7,448-30.0% | $6,401-18.6% |
| Admin fee / account holder | $4,809 | $11,570-58.4% | $10,009-51.9% | $11,431-57.9% |