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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 | $604,878 | $48,235+1154.0% | $68,803+779.1% | $68,490+783.2% |
| Participation rate | 97.5% | 60.7%+36.8pp | 69.0%+28.5pp | 67.9%+29.6pp |
| Annual return | -18.76% | -12.70%-6.1pp | -6.37%-12.4pp | -7.85%-10.9pp |
| Employer contribution / active EE | $18,013 | $1,829+885.0% | $2,656+578.3% | $2,597+593.7% |
| Participant deferral / active EE | $17,047 | $2,867+494.7% | $3,942+332.5% | $4,028+323.2% |
| Admin fee / account holder | $54,888 | $4,361+1158.5% | $4,936+1012.0% | $5,403+915.9% |