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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 | $7,724,703 | $91,537+8338.9% | $130,045+5840.0% | $75,173+10175.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 22.26% | -631.55%+653.8pp | -137.30%+159.6pp | 160.72%-138.5pp |
| Employer contribution / active EE | $32,029 | $2,845+1025.9% | $4,321+641.2% | $2,671+1099.2% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $387,634 | $6,780+5617.5% | $10,600+3556.8% | $5,651+6760.1% |