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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 | $541,860+9.6% | $541,860+9.6% | $418,949+41.7% |
| Participation rate | 100.0% | 36.4%+63.6pp | 33.3%+66.7pp | 35.7%+64.3pp |
| Annual return | 13.78% | 7.66%+6.1pp | 7.71%+6.1pp | 15.19%-1.4pp |
| Employer contribution / active EE | $81,250 | $40,595+100.1% | $39,519+105.6% | $34,877+133.0% |
| Participant deferral / active EE | $0 | $120-100.0% | $120-100.0% | $86-100.0% |
| Admin fee / account holder | $4,304 | $47,135-90.9% | $47,135-90.9% | $50,584-91.5% |