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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 | $653,516 | $168,636+287.5% | $147,618+342.7% | $125,388+421.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.01% | 77.65%-77.6pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $30,787 | $6,252+392.4% | $5,565+453.3% | $4,866+532.7% |
| Participant deferral / active EE | $15,793 | $5,507+186.8% | $4,895+222.6% | $5,352+195.1% |
| Admin fee / account holder | $41,896 | $13,580+208.5% | $11,612+260.8% | $9,541+339.1% |