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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 | $578,016 | $138,102+318.5% | $125,381+361.0% | $134,532+329.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.64% | 750.73%-757.4pp | 572.31%-579.0pp | 418.27%-424.9pp |
| Employer contribution / active EE | $14,981 | $5,245+185.6% | $4,815+211.1% | $4,741+216.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $30,356 | $11,568+162.4% | $10,007+203.3% | $11,429+165.6% |