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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 | $198,217+370.4% | $108,359+760.5% | - |
| Participation rate | 0.0% | 59.1%-59.1pp | 70.1%-70.1pp | - |
| Annual return | 13.60% | 9.45%+4.2pp | 36.89%-23.3pp | - |
| Employer contribution / active EE | $0 | $1,858-100.0% | $2,399-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $4,137-100.0% | - |
| Admin fee / account holder | $29,438 | $27,022+8.9% | $9,741+202.2% | - |