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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 | $1,255,293 | $88,754+1314.3% | $81,820+1434.2% | $145,877+760.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.04% | 1031.77%-1009.7pp | 777.93%-755.9pp | 551.28%-529.2pp |
| Employer contribution / active EE | $23,792 | $3,085+671.1% | $2,915+716.2% | $4,663+410.2% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $54,021 | $8,424+541.3% | $7,391+630.9% | $13,402+303.1% |