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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 | $604,172 | $163,671+269.1% | $155,534+288.4% | - |
| Participation rate | 0.0% | 63.4%-63.4pp | 78.2%-78.2pp | - |
| Annual return | 6.26% | 19.35%-13.1pp | 64.92%-58.7pp | - |
| Employer contribution / active EE | $0 | $2,499-100.0% | $4,675-100.0% | - |
| Participant deferral / active EE | $0 | $2,935-100.0% | $5,630-100.0% | - |
| Admin fee / account holder | $5,272 | $97,433-94.6% | $15,900-66.8% | - |