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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 | $594,057 | $138,114+330.1% | $125,391+373.8% | $134,545+341.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.96% | 750.88%-762.8pp | 572.41%-584.4pp | 418.37%-430.3pp |
| Employer contribution / active EE | $16,476 | $5,246+214.1% | $4,816+242.1% | $4,742+247.5% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,779 | $11,570-84.6% | $10,009-82.2% | $11,431-84.4% |