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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 | $776,058 | $82,314+842.8% | $68,808+1027.9% | $134,532+476.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.66% | -2.18%-11.5pp | -6.37%-7.3pp | 418.27%-431.9pp |
| Employer contribution / active EE | $23,333 | $3,301+606.8% | $2,656+778.6% | $4,741+392.2% |
| Participant deferral / active EE | $12,800 | $4,740+170.1% | $3,942+224.7% | $6,401+100.0% |
| Admin fee / account holder | $370,657 | $6,484+5616.3% | $4,936+7409.5% | $11,429+3143.3% |