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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 | $176,572+89.3% | - | $137,256+143.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | - | 80.0%+20.0pp |
| Annual return | 15.46% | 652.77%-637.3pp | - | 220.34%-204.9pp |
| Employer contribution / active EE | $60,000 | $5,055+1087.1% | - | $4,156+1343.7% |
| Participant deferral / active EE | $0 | $5,052-100.0% | - | $6,407-100.0% |
| Admin fee / account holder | $2,060 | $6,447-68.0% | - | $12,270-83.2% |