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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,034 | $198,457-84.4% | $170,435-81.8% | $147,586-79.0% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 12.47% | 257.30%-244.8pp | 205.94%-193.5pp | 578.59%-566.1pp |
| Employer contribution / active EE | $3,136 | $6,183-49.3% | $5,432-42.3% | $4,876-35.7% |
| Participant deferral / active EE | $2,161 | $5,629-61.6% | $4,939-56.3% | $5,439-60.3% |
| Admin fee / account holder | $24,461 | $16,852+45.2% | $13,881+76.2% | $10,886+124.7% |