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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 | $391,203 | $138,114+183.2% | $125,391+212.0% | $134,545+190.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.35% | 750.88%-770.2pp | 572.41%-591.8pp | 418.37%-437.7pp |
| Employer contribution / active EE | $20,000 | $5,246+281.2% | $4,816+315.3% | $4,742+321.8% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $72,095 | $11,570+523.1% | $10,009+620.3% | $11,431+530.7% |