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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 | $2,027,731 | $270,840+648.7% | $140,019+1348.2% | - |
| Participation rate | 0.0% | 81.0%-81.0pp | 87.5%-87.5pp | - |
| Annual return | 14.19% | 3.44%+10.8pp | 651.15%-637.0pp | - |
| Employer contribution / active EE | $0 | $2,598-100.0% | $5,605-100.0% | - |
| Participant deferral / active EE | $0 | $3,773-100.0% | $6,927-100.0% | - |
| Admin fee / account holder | $18,022 | $13,391+34.6% | $10,705+68.3% | - |