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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 | $341,408 | $176,572+93.4% | - | $137,256+148.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | - | 80.0%+20.0pp |
| Annual return | 13.80% | 652.77%-639.0pp | - | 220.34%-206.5pp |
| Employer contribution / active EE | $24,000 | $5,055+374.8% | - | $4,156+477.5% |
| Participant deferral / active EE | $0 | $5,052-100.0% | - | $6,407-100.0% |
| Admin fee / account holder | $7,011 | $6,447+8.7% | - | $12,270-42.9% |