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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 | $323,815 | $82,324+293.3% | $68,803+370.6% | $134,545+140.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.06% | -2.17%-10.9pp | -6.37%-6.7pp | 418.37%-431.4pp |
| Employer contribution / active EE | $22,250 | $3,302+573.9% | $2,656+737.8% | $4,742+369.3% |
| Participant deferral / active EE | $27,000 | $4,740+469.6% | $3,942+585.0% | $6,401+321.8% |
| Admin fee / account holder | $735,904 | $6,485+11247.9% | $4,936+14809.6% | $11,431+6338.0% |