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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 | $873,899 | $138,102+532.8% | $125,381+597.0% | $134,532+549.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.58% | 750.73%-768.3pp | 572.31%-589.9pp | 418.27%-435.8pp |
| Employer contribution / active EE | $14,214 | $5,245+171.0% | $4,815+195.2% | $4,741+199.8% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $19,228 | $11,568+66.2% | $10,007+92.1% | $11,429+68.2% |