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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 | $1,807,194 | $225,673+700.8% | $203,872+786.4% | $155,188+1064.5% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 0.00% | 95.91%-95.9pp | 85.11%-85.1pp | 148.84%-148.8pp |
| Employer contribution / active EE | $438 | $4,099-89.3% | $3,757-88.4% | $4,248-89.7% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,588 | $12,327-46.6% | $11,730-43.8% | $14,480-54.5% |