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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 | $440,672 | $138,114+219.1% | $125,391+251.4% | $134,545+227.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.44% | 750.88%-765.3pp | 572.41%-586.9pp | 418.37%-432.8pp |
| Employer contribution / active EE | $4,673 | $5,246-10.9% | $4,816-3.0% | $4,742-1.4% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $23,140 | $11,570+100.0% | $10,009+131.2% | $11,431+102.4% |