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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 | $315,355 | $75,828+315.9% | $147,616+113.6% | $59,632+428.8% |
| Participation rate | 95.7% | 71.6%+24.1pp | 84.6%+11.0pp | 68.7%+27.0pp |
| Annual return | -1.71% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.32%-2043.0pp |
| Employer contribution / active EE | $19,909 | $3,485+471.4% | $5,564+257.8% | $2,203+803.9% |
| Participant deferral / active EE | $13,923 | $3,130+344.8% | $4,895+184.4% | $3,192+336.2% |
| Admin fee / account holder | $56,661 | $5,985+846.7% | $11,611+388.0% | $4,297+1218.6% |