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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 | $355,455 | $287,456+23.7% | $170,439+108.6% | - |
| Participation rate | 0.0% | 60.6%-60.6pp | 83.6%-83.6pp | - |
| Annual return | 14.05% | 6.06%+8.0pp | 205.94%-191.9pp | - |
| Employer contribution / active EE | $0 | $2,242-100.0% | $5,433-100.0% | - |
| Participant deferral / active EE | $0 | $2,113-100.0% | $4,939-100.0% | - |
| Admin fee / account holder | $2,423 | $39,812-93.9% | $13,881-82.5% | - |