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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 | $257,310 | $180,978+42.2% | $147,117+74.9% | - |
| Participation rate | 0.0% | 77.3%-77.3pp | 82.2%-82.2pp | - |
| Annual return | 21.78% | 12.24%+9.5pp | 420.54%-398.8pp | - |
| Employer contribution / active EE | $0 | $3,338-100.0% | $4,932-100.0% | - |
| Participant deferral / active EE | $0 | $6,936-100.0% | $8,065-100.0% | - |
| Admin fee / account holder | $1,754 | $27,876-93.7% | $12,993-86.5% | - |