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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 | $6,332,796 | $81,843+7637.8% | $119,628+5193.8% | $68,494+9145.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 3.31% | -23.82%+27.1pp | -14.98%+18.3pp | -7.86%+11.2pp |
| Employer contribution / active EE | $27,833 | $2,692+934.0% | $4,232+557.6% | $2,597+971.9% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $57,063 | $6,584+766.7% | $10,330+452.4% | $5,403+956.1% |