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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 | $744,384 | $520,728+43.0% | $441,613+68.6% | $461,066+61.4% |
| Participation rate | 100.0% | 94.0%+6.0pp | 84.6%+15.4pp | 87.7%+12.3pp |
| Annual return | 22.92% | 0.18%+22.7pp | 2.50%+20.4pp | 484.84%-461.9pp |
| Employer contribution / active EE | $11,250 | $6,246+80.1% | $5,532+103.3% | $9,163+22.8% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,143-100.0% | $6,032-100.0% |
| Admin fee / account holder | $7,500 | $14,104-46.8% | $13,817-45.7% | $28,147-73.4% |