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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 | $1,813,305 | $180,576+904.2% | $147,080+1132.9% | - |
| Participation rate | 0.0% | 77.3%-77.3pp | 82.2%-82.2pp | - |
| Annual return | 11.13% | 11.77%-0.6pp | 420.17%-409.0pp | - |
| Employer contribution / active EE | $0 | $3,313-100.0% | $4,933-100.0% | - |
| Participant deferral / active EE | $0 | $6,942-100.0% | $8,066-100.0% | - |
| Admin fee / account holder | $3,079 | $27,717-88.9% | $12,989-76.3% | - |