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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 | $383,464 | $254,759+50.5% | $216,567+77.1% | $198,609+93.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 10.75% | 10.04%+0.7pp | 12.94%-2.2pp | 202.70%-191.9pp |
| Employer contribution / active EE | $8,879 | $6,096+45.6% | $5,216+70.2% | $5,055+75.6% |
| Participant deferral / active EE | $7,043 | $6,948+1.4% | $6,191+13.8% | $6,977+1.0% |
| Admin fee / account holder | $810 | $26,311-96.9% | $21,981-96.3% | $19,030-95.7% |