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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 | $393,490 | $110,093+257.4% | $97,295+304.4% | $145,897+169.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 244.76%-244.8pp | 75.62%-75.6pp | 552.29%-552.3pp |
| Employer contribution / active EE | $103,588 | $3,077+3266.2% | $2,723+3704.4% | $4,663+2121.7% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $84,713 | $6,212+1263.6% | $5,646+1400.3% | $13,390+532.6% |