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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 | $11,908,399 | $202,387+5784.0% | $57,196+20720.4% | - |
| Participation rate | 0.0% | 69.2%-69.2pp | 75.3%-75.3pp | - |
| Annual return | 5.71% | 10.83%-5.1pp | 14.59%-8.9pp | - |
| Employer contribution / active EE | $0 | $2,304-100.0% | $2,683-100.0% | - |
| Participant deferral / active EE | $0 | $2,991-100.0% | $3,096-100.0% | - |
| Admin fee / account holder | $1,150,428 | $22,351+5047.2% | $3,141+36530.9% | - |