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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 | $465,816 | $138,102+237.3% | $125,381+271.5% | $134,532+246.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.68% | 750.73%-766.4pp | 572.31%-588.0pp | 418.27%-433.9pp |
| Employer contribution / active EE | $23,687 | $5,245+351.6% | $4,815+391.9% | $4,741+399.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,956 | $11,568-74.5% | $10,007-70.5% | $11,429-74.1% |