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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 | $1,170,685 | $138,102+747.7% | $125,381+833.7% | $134,532+770.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.28% | 750.73%-764.0pp | 572.31%-585.6pp | 418.27%-431.5pp |
| Employer contribution / active EE | $33,010 | $5,245+529.3% | $4,815+585.5% | $4,741+596.2% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,621 | $11,568-51.4% | $10,007-43.8% | $11,429-50.8% |