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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 | $498,497 | $213,785+133.2% | $185,441+168.8% | $155,188+221.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 8.21% | 19.97%-11.8pp | 20.16%-12.0pp | 148.84%-140.6pp |
| Employer contribution / active EE | $7,875 | $5,393+46.0% | $4,672+68.5% | $4,248+85.4% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $20,673 | $21,134-2.2% | $17,890+15.6% | $14,480+42.8% |