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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 | $1,600,522 | $160,040+900.1% | $147,096+988.1% | $145,877+997.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.49%-98.5pp | 419.75%-419.7pp | 551.28%-551.3pp |
| Employer contribution / active EE | $2,557 | $5,289-51.7% | $4,936-48.2% | $4,663-45.2% |
| Participant deferral / active EE | $18,271 | $8,429+116.8% | $8,071+126.4% | $6,691+173.1% |
| Admin fee / account holder | $62,964 | $15,050+318.4% | $13,005+384.1% | $13,402+369.8% |