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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 | $289,558 | $135,639+113.5% | $110,241+162.7% | $135,382+113.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.16% | 513.21%-517.4pp | 314.75%-318.9pp | 519.77%-523.9pp |
| Employer contribution / active EE | $11,597 | $4,907+136.4% | $3,827+203.1% | $4,779+142.7% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $61,181 | $11,457+434.0% | $8,548+615.8% | $10,829+465.0% |