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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 | $624,296 | $82,324+658.3% | $68,803+807.4% | $134,545+364.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.02% | -2.17%-11.8pp | -6.37%-7.7pp | 418.37%-432.4pp |
| Employer contribution / active EE | $7,500 | $3,302+127.2% | $2,656+182.4% | $4,742+58.2% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $88,650 | $6,485+1267.0% | $4,936+1696.1% | $11,431+675.5% |