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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 | $135,057+590.4% | $98,716+844.6% | - |
| Participation rate | 0.0% | 54.8%-54.8pp | 69.3%-69.3pp | - |
| Annual return | 13.60% | 11.95%+1.6pp | 31.81%-18.2pp | - |
| Employer contribution / active EE | $0 | $831-100.0% | $2,279-100.0% | - |
| Participant deferral / active EE | $0 | $3,078-100.0% | $4,048-100.0% | - |
| Admin fee / account holder | $29,438 | $5,301+455.3% | $8,703+238.3% | - |