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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 | $159,934+900.7% | $147,005+988.8% | $145,959+996.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.24%-98.2pp | 418.76%-418.8pp | 561.95%-561.9pp |
| Employer contribution / active EE | $2,557 | $5,287-51.6% | $4,934-48.2% | $4,661-45.1% |
| Participant deferral / active EE | $18,271 | $8,427+116.8% | $8,070+126.4% | $6,689+173.2% |
| Admin fee / account holder | $62,964 | $15,053+318.3% | $13,006+384.1% | $13,398+370.0% |