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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 | $2,452,538 | $72,177+3298.0% | $115,038+2031.9% | $59,633+4012.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.54% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.47%-2042.0pp |
| Employer contribution / active EE | $56,474 | $2,841+1887.7% | $4,608+1125.6% | $2,203+2463.9% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $141,999 | $4,927+2782.1% | $8,175+1636.9% | $4,297+3204.6% |