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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 | $260,838 | $48,235+440.8% | $68,803+279.1% | $68,490+280.8% |
| Participation rate | 90.9% | 60.7%+30.2pp | 69.0%+21.9pp | 67.9%+23.0pp |
| Annual return | -16.53% | -12.70%-3.8pp | -6.37%-10.2pp | -7.85%-8.7pp |
| Employer contribution / active EE | $7,684 | $1,829+320.2% | $2,656+189.3% | $2,597+195.9% |
| Participant deferral / active EE | $8,311 | $2,867+189.9% | $3,942+110.9% | $4,028+106.4% |
| Admin fee / account holder | $77,531 | $4,361+1677.7% | $4,936+1470.8% | $5,403+1335.0% |