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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 | $509,948 | $138,114+269.2% | $125,391+306.7% | $134,545+279.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.59% | 750.88%-755.5pp | 572.41%-577.0pp | 418.37%-423.0pp |
| Employer contribution / active EE | $55,000 | $5,246+948.4% | $4,816+1042.1% | $4,742+1060.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $20,166 | $11,570+74.3% | $10,009+101.5% | $11,431+76.4% |