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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 | $692,388 | $92,766+646.4% | $82,763+736.6% | $134,545+414.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.15% | 946.97%-963.1pp | 702.45%-718.6pp | 418.37%-434.5pp |
| Employer contribution / active EE | $7,500 | $3,273+129.1% | $3,008+149.3% | $4,742+58.2% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $33,083 | $5,978+453.4% | $5,325+521.3% | $11,431+189.4% |