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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 | $478,835 | $160,059+199.2% | $140,019+242.0% | $135,380+253.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.93% | 911.48%-915.4pp | 651.17%-655.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $12,000 | $6,420+86.9% | $5,605+114.1% | $4,779+151.1% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $13,300 | $13,328-0.2% | $10,705+24.2% | $10,828+22.8% |