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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 | $389,955 | $183,924+112.0% | $118,746+228.4% | - |
| Participation rate | 0.0% | 67.3%-67.3pp | 78.3%-78.3pp | - |
| Annual return | 8.96% | 14.55%-5.6pp | 24.54%-15.6pp | - |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,193-100.0% | - |
| Participant deferral / active EE | $0 | $3,061-100.0% | $5,332-100.0% | - |
| Admin fee / account holder | $2,946 | $14,079-79.1% | $10,720-72.5% | - |