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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 | $388,358 | $174,875+122.1% | $125,391+209.7% | - |
| Participation rate | 0.0% | 70.4%-70.4pp | 82.4%-82.4pp | - |
| Annual return | -15.88% | -12.92%-3.0pp | 572.41%-588.3pp | - |
| Employer contribution / active EE | $0 | $3,570-100.0% | $4,816-100.0% | - |
| Participant deferral / active EE | $0 | $6,354-100.0% | $7,448-100.0% | - |
| Admin fee / account holder | $8,361 | $56,366-85.2% | $10,009-16.5% | - |