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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 | $138,114+230.2% | $125,391+263.7% | $134,545+239.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.75% | 750.88%-761.6pp | 572.41%-583.2pp | 418.37%-429.1pp |
| Employer contribution / active EE | $23,832 | $5,246+354.3% | $4,816+394.9% | $4,742+402.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,336 | $11,570-71.2% | $10,009-66.7% | $11,431-70.8% |