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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 | $307,956 | $198,260+55.3% | - | $138,895+121.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | - | 79.9%+20.1pp |
| Annual return | 12.09% | 734.64%-722.6pp | - | 145.39%-133.3pp |
| Employer contribution / active EE | $0 | $6,031-100.0% | - | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,542-100.0% | - | $6,396-100.0% |
| Admin fee / account holder | $4,467 | $7,792-42.7% | - | $12,562-64.4% |