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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 | $610,372 | $160,059+281.3% | $140,019+335.9% | $135,379+350.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.84% | 911.44%-917.3pp | 651.15%-657.0pp | 519.79%-525.6pp |
| Employer contribution / active EE | $23,397 | $6,420+264.5% | $5,605+317.4% | $4,779+389.6% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $25,614 | $13,328+92.2% | $10,705+139.3% | $10,828+136.6% |