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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 | $372,673 | $154,228+141.6% | $145,433+156.3% | $137,256+171.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 12.63% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $928 | $4,804-80.7% | $4,554-79.6% | $4,156-77.7% |
| Participant deferral / active EE | $11,552 | $8,216+40.6% | $7,897+46.3% | $6,407+80.3% |
| Admin fee / account holder | $13,797 | $14,344-3.8% | $13,129+5.1% | $12,270+12.4% |