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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 | $3,437,689 | $531,693+546.6% | $911,540+277.1% | $531,693+546.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 59.0%+41.0pp | 85.7%+14.3pp |
| Annual return | -16.08% | -13.27%-2.8pp | -12.71%-3.4pp | -13.27%-2.8pp |
| Employer contribution / active EE | $233,490 | $26,843+769.8% | $22,159+953.7% | $26,843+769.8% |
| Participant deferral / active EE | $0 | $7,797-100.0% | $3,210-100.0% | $7,797-100.0% |
| Admin fee / account holder | $696,942 | $75,116+827.8% | $135,769+413.3% | $75,116+827.8% |