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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 | $450,467 | $317,758+41.8% | $310,574+45.0% | $330,599+36.3% |
| Participation rate | 100.0% | 62.9%+37.1pp | 57.3%+42.7pp | 43.7%+56.3pp |
| Annual return | 15.92% | 8.10%+7.8pp | 8.04%+7.9pp | 13.05%+2.9pp |
| Employer contribution / active EE | $71,250 | $44,203+61.2% | $42,698+66.9% | $37,652+89.2% |
| Participant deferral / active EE | $0 | $35-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $3,238 | $9,260-65.0% | $8,889-63.6% | $31,365-89.7% |