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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 | $546,546 | $101,828+436.7% | - | $158,950+243.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | - | 82.0%+18.0pp |
| Annual return | 7.82% | 35.92%-28.1pp | - | 302.91%-295.1pp |
| Employer contribution / active EE | $15,225 | $3,754+305.5% | - | $4,762+219.7% |
| Participant deferral / active EE | $0 | $4,834-100.0% | - | $5,983-100.0% |
| Admin fee / account holder | $5,352 | $2,885+85.5% | - | $11,248-52.4% |