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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 | $456,045 | $138,068+230.3% | $125,358+263.8% | $134,493+239.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.75% | 750.30%-761.1pp | 572.03%-582.8pp | 418.01%-428.8pp |
| Employer contribution / active EE | $23,832 | $5,244+354.5% | $4,814+395.0% | $4,740+402.8% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,336 | $11,568-71.2% | $10,007-66.7% | $11,425-70.8% |