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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 | $932,471 | $233,029+300.2% | $133,346+599.3% | - |
| Participation rate | 0.0% | 65.5%-65.5pp | 72.8%-72.8pp | - |
| Annual return | 13.60% | 5.57%+8.0pp | 36.85%-23.2pp | - |
| Employer contribution / active EE | $0 | $2,250-100.0% | $2,853-100.0% | - |
| Participant deferral / active EE | $0 | $4,212-100.0% | $4,332-100.0% | - |
| Admin fee / account holder | $29,438 | $49,244-40.2% | $14,264+106.4% | - |