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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 | $315,987 | $138,102+128.8% | $125,381+152.0% | $134,532+134.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.99% | 750.73%-762.7pp | 572.31%-584.3pp | 418.27%-430.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,908 | $7,801-11.4% | $7,448-7.2% | $6,401+7.9% |
| Admin fee / account holder | $2,368 | $11,568-79.5% | $10,007-76.3% | $11,429-79.3% |