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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 | $593,784 | $618,728-4.0% | $618,728-4.0% | $380,063+56.2% |
| Participation rate | 100.0% | 47.2%+52.8pp | 37.8%+62.2pp | 27.7%+72.3pp |
| Annual return | 13.78% | 2.43%+11.3pp | 2.61%+11.2pp | 15.59%-1.8pp |
| Employer contribution / active EE | $81,250 | $37,377+117.4% | $36,531+122.4% | $33,256+144.3% |
| Participant deferral / active EE | $0 | $90-100.0% | $87-100.0% | $83-100.0% |
| Admin fee / account holder | $4,304 | $69,555-93.8% | $69,555-93.8% | $21,009-79.5% |