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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 | $705,202 | $138,102+410.6% | $125,381+462.4% | $134,532+424.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.01% | 750.73%-763.7pp | 572.31%-585.3pp | 418.27%-431.3pp |
| Employer contribution / active EE | $21,565 | $5,245+311.1% | $4,815+347.8% | $4,741+354.8% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,171 | $11,568-72.6% | $10,007-68.3% | $11,429-72.3% |