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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 | $438,440 | $242,977+80.4% | $182,262+140.6% | - |
| Participation rate | 0.0% | 81.7%-81.7pp | 84.2%-84.2pp | - |
| Annual return | 4.31% | 3.03%+1.3pp | 140.60%-136.3pp | - |
| Employer contribution / active EE | $0 | $5,222-100.0% | $5,046-100.0% | - |
| Participant deferral / active EE | $0 | $7,528-100.0% | $8,276-100.0% | - |
| Admin fee / account holder | $67,946 | $19,036+256.9% | $16,712+306.6% | - |