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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 | $8,002,477 | $110,083+7169.5% | $151,645+5177.1% | $68,490+11584.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.81% | -10.12%-5.7pp | 3.34%-19.1pp | -7.85%-8.0pp |
| Employer contribution / active EE | $18,977 | $4,470+324.6% | $6,165+207.8% | $2,597+630.8% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $93,416 | $7,718+1110.4% | $11,614+704.4% | $5,403+1629.0% |