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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 | $377,638 | $237,565+59.0% | $141,197+167.5% | - |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.5%-82.5pp | - |
| Annual return | 26.77% | 19.47%+7.3pp | 71.41%-44.6pp | - |
| Employer contribution / active EE | $0 | $2,430-100.0% | $4,736-100.0% | - |
| Participant deferral / active EE | $0 | $5,165-100.0% | $6,710-100.0% | - |
| Admin fee / account holder | $22,016 | $15,211+44.7% | $10,265+114.5% | - |