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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 | $253,804 | $56,484+349.3% | $169,452+49.8% | $64,173+295.5% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 8.90% | -1.55%+10.5pp | 1.83%+7.1pp | 7.63%+1.3pp |
| Employer contribution / active EE | $10,466 | $1,832+471.1% | $4,157+151.8% | $2,381+339.6% |
| Participant deferral / active EE | $3,814 | $3,448+10.6% | $5,277-27.7% | $3,470+9.9% |
| Admin fee / account holder | $18,708 | $4,174+348.2% | $9,110+105.4% | $4,887+282.8% |