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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 | $6,417,719 | $92,743+6819.9% | $82,744+7656.1% | $134,532+4670.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.06% | 946.63%-956.7pp | 702.22%-712.3pp | 418.27%-428.3pp |
| Employer contribution / active EE | $61,000 | $3,273+1763.9% | $3,008+1927.9% | $4,741+1186.6% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $84,968 | $5,977+1321.5% | $5,325+1495.7% | $11,429+643.5% |