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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 | $447,936 | $138,076+224.4% | $123,553+262.5% | $135,380+230.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.61% | 153.70%-161.3pp | 119.21%-126.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $32,500 | $5,152+530.8% | $4,628+602.2% | $4,779+580.1% |
| Participant deferral / active EE | $11,550 | $6,800+69.9% | $6,426+79.7% | $5,609+105.9% |
| Admin fee / account holder | $270,131 | $10,917+2374.5% | $9,284+2809.5% | $10,828+2394.7% |