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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 | $4,421,409 | $211,946+1986.1% | $169,452+2509.2% | $135,380+3165.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.12% | 3.26%-3.1pp | 1.83%-1.7pp | 519.81%-519.7pp |
| Employer contribution / active EE | $28,320 | $5,117+453.5% | $4,157+581.3% | $4,779+492.6% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $296,382 | $11,472+2483.6% | $9,110+3153.5% | $10,828+2637.2% |