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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 | $470,216 | $152,542+208.3% | $117,498+300.2% | $134,509+249.6% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -18.18% | 53.02%-71.2pp | 29.75%-47.9pp | 418.13%-436.3pp |
| Employer contribution / active EE | $13,193 | $5,574+136.7% | $4,178+215.8% | $4,741+178.3% |
| Participant deferral / active EE | $18,730 | $4,819+288.6% | $4,071+360.0% | $6,400+192.6% |
| Admin fee / account holder | $18,177 | $7,006+159.5% | $5,646+221.9% | $11,427+59.1% |