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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 | $262,003 | $58,587+347.2% | $83,322+214.4% | $64,173+308.3% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -5.84% | 9.65%-15.5pp | 10.64%-16.5pp | 7.63%-13.5pp |
| Employer contribution / active EE | $10,532 | $2,098+401.9% | $3,379+211.7% | $2,381+342.4% |
| Participant deferral / active EE | $11,135 | $4,654+139.2% | $5,565+100.1% | $3,470+220.9% |
| Admin fee / account holder | $815 | $9,279-91.2% | $7,540-89.2% | $4,887-83.3% |