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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 | $609,018 | $208,397+192.2% | - | $154,746+293.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | - | 80.7%+19.3pp |
| Annual return | 5.37% | 1131.44%-1126.1pp | - | 172.34%-167.0pp |
| Employer contribution / active EE | $10,500 | $7,386+42.2% | - | $4,379+139.8% |
| Participant deferral / active EE | $31,000 | $5,789+435.5% | - | $6,730+360.6% |
| Admin fee / account holder | $9,383 | $11,092-15.4% | - | $14,365-34.7% |