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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 | $373,694 | $138,114+170.6% | $125,391+198.0% | $134,545+177.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.55% | 750.88%-763.4pp | 572.41%-585.0pp | 418.37%-430.9pp |
| Employer contribution / active EE | $12,000 | $5,246+128.7% | $4,816+149.2% | $4,742+153.1% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $26,631 | $11,570+130.2% | $10,009+166.1% | $11,431+133.0% |