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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 | $260,094 | $133,467+94.9% | $75,784+243.2% | - |
| Participation rate | 0.0% | 60.6%-60.6pp | 75.8%-75.8pp | - |
| Annual return | -0.02% | -2.40%+2.4pp | 9.68%-9.7pp | - |
| Employer contribution / active EE | $0 | $1,704-100.0% | $3,323-100.0% | - |
| Participant deferral / active EE | $0 | $2,196-100.0% | $3,652-100.0% | - |
| Admin fee / account holder | $28,306 | $9,890+186.2% | $5,300+434.1% | - |