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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 | $307,404 | $138,102+122.6% | $125,381+145.2% | $134,532+128.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.40% | 750.73%-760.1pp | 572.31%-581.7pp | 418.27%-427.7pp |
| Employer contribution / active EE | $1,469 | $5,245-72.0% | $4,815-69.5% | $4,741-69.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $46,626 | $11,568+303.1% | $10,007+365.9% | $11,429+308.0% |