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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 | $791,070 | $138,102+472.8% | $125,381+530.9% | $134,532+488.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.32% | 750.73%-766.0pp | 572.31%-587.6pp | 418.27%-433.6pp |
| Employer contribution / active EE | $22,310 | $5,245+325.3% | $4,815+363.3% | $4,741+370.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,545 | $11,568-43.4% | $10,007-34.6% | $11,429-42.7% |