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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 | $493,787 | $174,875+182.4% | $125,381+293.8% | - |
| Participation rate | 0.0% | 70.4%-70.4pp | 82.4%-82.4pp | - |
| Annual return | 3.27% | -12.92%+16.2pp | 572.31%-569.0pp | - |
| Employer contribution / active EE | $0 | $3,570-100.0% | $4,815-100.0% | - |
| Participant deferral / active EE | $0 | $6,354-100.0% | $7,448-100.0% | - |
| Admin fee / account holder | $107,879 | $56,366+91.4% | $10,007+978.0% | - |