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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 | $576,841 | $190,879+202.2% | $160,009+260.5% | $134,532+328.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.04% | 552.63%-569.7pp | 408.85%-425.9pp | 418.27%-435.3pp |
| Employer contribution / active EE | $23,531 | $4,995+371.1% | $4,225+456.9% | $4,741+396.3% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $113,560 | $10,495+982.1% | $8,715+1203.1% | $11,429+893.7% |