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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 | $1,197,973 | $101,752+1077.3% | $164,928+626.4% | $80,911+1380.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 21.60% | 16.73%+4.9pp | 70.08%-48.5pp | 35.63%-14.0pp |
| Employer contribution / active EE | $20,688 | $2,953+600.5% | $4,343+376.3% | $2,756+650.7% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $108,435 | $8,218+1219.5% | $12,684+754.9% | $6,935+1463.7% |