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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 | $572,106 | $138,114+314.2% | $125,391+356.3% | $134,545+325.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.45% | 750.88%-760.3pp | 572.41%-581.9pp | 418.37%-427.8pp |
| Employer contribution / active EE | $18,517 | $5,246+253.0% | $4,816+284.5% | $4,742+290.5% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,825 | $11,570-75.6% | $10,009-71.8% | $11,431-75.3% |