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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 | $91,525+8340.0% | $130,026+5840.9% | $75,181+10174.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 22.26% | -631.40%+653.7pp | -137.26%+159.5pp | 160.69%-138.4pp |
| Employer contribution / active EE | $32,029 | $2,844+1026.2% | $4,321+641.2% | $2,671+1099.4% |
| Participant deferral / active EE | $0 | $4,342-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $387,634 | $6,778+5618.7% | $10,608+3554.1% | $5,650+6761.0% |