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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $343,323 | $77,670+342.0% | $109,163+214.5% | $79,393+332.4% |
| Participation rate | 97.8% | 67.8%+30.0pp | 75.9%+22.0pp | 70.7%+27.1pp |
| Annual return | 24.17% | 23.44%+0.7pp | 25.75%-1.6pp | 116.87%-92.7pp |
| Employer contribution / active EE | $7,147 | $2,798+155.4% | $3,723+92.0% | $2,428+194.4% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $365 | $732-50.2% | $6,754-94.6% | $627-41.8% |