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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 | $476,294 | $112,189+324.5% | - | $145,877+226.5% |
| Participation rate | 0.0% | 68.6%-68.6pp | - | 80.3%-80.3pp |
| Annual return | 11.89% | 21.29%-9.4pp | - | 551.28%-539.4pp |
| Employer contribution / active EE | $0 | $5,748-100.0% | - | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,634-100.0% | - | $6,691-100.0% |
| Admin fee / account holder | $5,381 | $6,256-14.0% | - | $13,402-59.8% |