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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 | $347,159 | $64,176+440.9% | $112,249+209.3% | $66,938+418.6% |
| Participation rate | 99.3% | 68.4%+30.9pp | 75.1%+24.2pp | 69.8%+29.5pp |
| Annual return | 8.60% | -13.80%+22.4pp | 27.48%-18.9pp | 1.58%+7.0pp |
| Employer contribution / active EE | $15,728 | $3,007+423.1% | $3,636+332.6% | $2,545+518.0% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $383 | $626-38.8% | $6,412-94.0% | $594-35.5% |