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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 | $605,844 | $60,813+896.2% | - | $134,532+350.3% |
| Participation rate | 100.0% | 67.1%+32.9pp | - | 81.2%+18.8pp |
| Annual return | -9.76% | -10.69%+0.9pp | - | 418.27%-428.0pp |
| Employer contribution / active EE | $15,910 | $2,735+481.8% | - | $4,741+235.6% |
| Participant deferral / active EE | $0 | $4,132-100.0% | - | $6,401-100.0% |
| Admin fee / account holder | $7,174 | $4,065+76.5% | - | $11,429-37.2% |