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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 | $334,303 | $198,260+68.6% | - | $138,895+140.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | - | 79.9%+20.1pp |
| Annual return | 15.46% | 734.64%-719.2pp | - | 145.39%-129.9pp |
| Employer contribution / active EE | $60,000 | $6,031+894.8% | - | $4,194+1330.5% |
| Participant deferral / active EE | $0 | $4,542-100.0% | - | $6,396-100.0% |
| Admin fee / account holder | $2,060 | $7,792-73.6% | - | $12,562-83.6% |