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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 | $778,994 | $176,572+341.2% | - | $137,256+467.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | - | 80.0%+20.0pp |
| Annual return | 10.98% | 652.77%-641.8pp | - | 220.34%-209.4pp |
| Employer contribution / active EE | $15,000 | $5,055+196.8% | - | $4,156+260.9% |
| Participant deferral / active EE | $20,700 | $5,052+309.8% | - | $6,407+223.1% |
| Admin fee / account holder | $8,877 | $6,447+37.7% | - | $12,270-27.7% |