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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 | $1,204,223 | $101,618+1085.0% | $93,063+1194.0% | $137,256+777.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 16.22% | 223.95%-207.7pp | 34.15%-17.9pp | 220.34%-204.1pp |
| Employer contribution / active EE | $15,439 | $2,707+470.3% | $2,476+523.5% | $4,156+271.5% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $45,024 | $6,198+626.4% | $6,033+646.3% | $12,270+266.9% |