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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 | $290,264 | $134,001+116.6% | $112,258+158.6% | $134,509+115.8% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -12.09% | 47.15%-59.2pp | 27.47%-39.6pp | 418.13%-430.2pp |
| Employer contribution / active EE | $9,333 | $4,039+131.1% | $3,636+156.7% | $4,741+96.9% |
| Participant deferral / active EE | $3,027 | $5,291-42.8% | $4,728-36.0% | $6,400-52.7% |
| Admin fee / account holder | $33,537 | $7,491+347.7% | $6,411+423.1% | $11,427+193.5% |