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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 | $391,335 | $163,960+138.7% | $129,118+203.1% | - |
| Participation rate | 0.0% | 66.2%-66.2pp | 77.2%-77.2pp | - |
| Annual return | -14.14% | -11.87%-2.3pp | -10.94%-3.2pp | - |
| Employer contribution / active EE | $0 | $2,306-100.0% | $5,051-100.0% | - |
| Participant deferral / active EE | $0 | $3,979-100.0% | $6,539-100.0% | - |
| Admin fee / account holder | $10,200 | $34,394-70.3% | $14,305-28.7% | - |