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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 | $465,569 | $66,223+603.0% | - | $152,897+204.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | - | 82.5%+17.5pp |
| Annual return | 26.51% | 27.69%-1.2pp | - | 345.43%-318.9pp |
| Employer contribution / active EE | $10,000 | $2,777+260.1% | - | $4,764+109.9% |
| Participant deferral / active EE | $0 | $4,140-100.0% | - | $5,851-100.0% |
| Admin fee / account holder | $500 | $4,664-89.3% | - | $11,599-95.7% |