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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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,517 | $363,803-14.4% | $382,887-18.6% | $669,896-53.5% |
| Participation rate | 100.0% | 100.0%0pp | 100.0%0pp | 90.5%+9.5pp |
| Annual return | 20.84% | 10.49%+10.4pp | 10.49%+10.3pp | 11.25%+9.6pp |
| Employer contribution / active EE | $6,095 | $27,054-77.5% | $29,204-79.1% | $23,407-74.0% |
| Participant deferral / active EE | $11,767 | $15,702-25.1% | $15,702-25.1% | $8,339+41.1% |
| Admin fee / account holder | $2,953 | $2,613+13.0% | $2,613+13.0% | $52,310-94.4% |