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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 | $8,930,723 | $190,862+4579.2% | $159,991+5482.0% | $134,509+6539.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -6.08% | 552.59%-558.7pp | 408.82%-414.9pp | 418.13%-424.2pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $64,500 | $6,924+831.6% | $6,183+943.3% | $6,400+907.8% |
| Admin fee / account holder | $600 | $10,495-94.3% | $8,715-93.1% | $11,427-94.7% |