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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 | $290,221 | $254,759+13.9% | $216,567+34.0% | $198,609+46.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.69% | 10.04%+3.6pp | 12.94%+0.7pp | 202.70%-189.0pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $14,406 | $6,948+107.3% | $6,191+132.7% | $6,977+106.5% |
| Admin fee / account holder | $2,076 | $26,311-92.1% | $21,981-90.6% | $19,030-89.1% |