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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 | $339,029 | $94,749+257.8% | $112,899+200.3% | $139,466+143.1% |
| Participation rate | 85.0% | 81.3%+3.7pp | 80.5%+4.5pp | 80.3%+4.7pp |
| Annual return | 16.03% | 40.92%-24.9pp | 34.11%-18.1pp | 373.66%-357.6pp |
| Employer contribution / active EE | $14,878 | $4,630+221.3% | $4,566+225.8% | $4,754+213.0% |
| Participant deferral / active EE | $14,920 | $6,517+128.9% | $6,516+129.0% | $6,712+122.3% |
| Admin fee / account holder | $130,511 | $8,530+1430.1% | $7,047+1751.9% | $11,409+1044.0% |