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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 | $572,558 | $101,342+465.0% | - | $158,966+260.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | - | 82.0%+18.0pp |
| Annual return | 20.83% | 35.92%-15.1pp | - | 302.95%-282.1pp |
| Employer contribution / active EE | $10,000 | $3,741+167.3% | - | $4,762+110.0% |
| Participant deferral / active EE | $0 | $4,815-100.0% | - | $5,983-100.0% |
| Admin fee / account holder | $500 | $2,869-82.6% | - | $11,250-95.6% |