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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 | $462,624 | $159,106+190.8% | $110,241+319.7% | - |
| Participation rate | 0.0% | 75.5%-75.5pp | 79.8%-79.8pp | - |
| Annual return | 10.18% | -5.88%+16.1pp | 314.75%-304.6pp | - |
| Employer contribution / active EE | $0 | $2,751-100.0% | $3,827-100.0% | - |
| Participant deferral / active EE | $0 | $3,490-100.0% | $4,672-100.0% | - |
| Admin fee / account holder | $17,616 | $9,628+83.0% | $8,548+106.1% | - |