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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 | $6,206,669 | $190,916+3151.0% | $160,037+3778.3% | $134,545+4513.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -8.26% | 552.79%-561.0pp | 408.95%-417.2pp | 418.37%-426.6pp |
| Employer contribution / active EE | $23,691 | $4,996+374.2% | $4,226+460.6% | $4,742+399.7% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $198,939 | $10,497+1795.3% | $8,716+2182.4% | $11,431+1640.4% |