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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 | $447,033 | $102,609+335.7% | $98,090+355.7% | $138,895+221.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 17.27% | 36.44%-19.2pp | 37.05%-19.8pp | 145.39%-128.1pp |
| Employer contribution / active EE | $509 | $3,867-86.9% | $3,606-85.9% | $4,194-87.9% |
| Participant deferral / active EE | $8,245 | $8,167+1.0% | $7,845+5.1% | $6,396+28.9% |
| Admin fee / account holder | $21,238 | $11,434+85.7% | $11,815+79.8% | $12,562+69.1% |