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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 | $366,060 | $160,059+128.7% | $140,019+161.4% | $135,379+170.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.40% | 911.44%-914.8pp | 651.15%-654.6pp | 519.79%-523.2pp |
| Employer contribution / active EE | $27,966 | $6,420+335.6% | $5,605+398.9% | $4,779+485.2% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $94,388 | $13,328+608.2% | $10,705+781.7% | $10,828+771.7% |