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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 | $852,272 | $160,059+432.5% | $140,019+508.7% | $135,380+529.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.81% | 911.48%-918.3pp | 651.17%-658.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $12,700 | $6,420+97.8% | $5,605+126.6% | $4,779+165.8% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $27,257 | $13,328+104.5% | $10,705+154.6% | $10,828+151.7% |