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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 | $513,331 | $111,233+361.5% | - | $145,978+251.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | - | 80.3%+19.7pp |
| Annual return | 0.00% | 21.25%-21.3pp | - | 550.52%-550.5pp |
| Employer contribution / active EE | $503,541 | $5,741+8670.3% | - | $4,662+10701.4% |
| Participant deferral / active EE | $0 | $5,626-100.0% | - | $6,690-100.0% |
| Admin fee / account holder | $31,883 | $6,147+418.7% | - | $13,400+137.9% |