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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 | $156,318+180.5% | $145,433+201.5% | - |
| Participation rate | 0.0% | 68.6%-68.6pp | 82.1%-82.1pp | - |
| Annual return | 4.31% | 26.27%-22.0pp | 66.58%-62.3pp | - |
| Employer contribution / active EE | $0 | $3,387-100.0% | $4,554-100.0% | - |
| Participant deferral / active EE | $0 | $6,196-100.0% | $7,897-100.0% | - |
| Admin fee / account holder | $67,946 | $8,746+676.9% | $13,129+417.5% | - |