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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 | $669,726 | $112,189+497.0% | - | $145,877+359.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | - | 80.3%+19.7pp |
| Annual return | 15.63% | 21.29%-5.7pp | - | 551.28%-535.7pp |
| Employer contribution / active EE | $15,000 | $5,748+161.0% | - | $4,663+221.7% |
| Participant deferral / active EE | $15,750 | $5,634+179.5% | - | $6,691+135.4% |
| Admin fee / account holder | $7,834 | $6,256+25.2% | - | $13,402-41.5% |