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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 | $176,572+244.9% | - | $137,256+343.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | - | 80.0%+20.0pp |
| Annual return | 5.37% | 652.77%-647.4pp | - | 220.34%-215.0pp |
| Employer contribution / active EE | $10,500 | $5,055+107.7% | - | $4,156+152.6% |
| Participant deferral / active EE | $31,000 | $5,052+513.7% | - | $6,407+383.9% |
| Admin fee / account holder | $9,383 | $6,447+45.5% | - | $12,270-23.5% |