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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 | $440,109 | $138,114+218.7% | $125,391+251.0% | $134,545+227.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.92% | 750.88%-763.8pp | 572.41%-585.3pp | 418.37%-431.3pp |
| Employer contribution / active EE | $13,110 | $5,246+149.9% | $4,816+172.2% | $4,742+176.5% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $24,747 | $11,570+113.9% | $10,009+147.3% | $11,431+116.5% |