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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 | $473,263 | $75,832+524.1% | $147,617+220.6% | $59,633+693.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.06% | 0.37%-0.3pp | 61.98%-61.9pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $26,787 | $3,485+668.7% | $5,564+381.4% | $2,203+1116.2% |
| Participant deferral / active EE | $4,227 | $3,131+35.0% | $4,895-13.7% | $3,192+32.4% |
| Admin fee / account holder | $6,850 | $5,986+14.4% | $11,612-41.0% | $4,297+59.4% |