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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 | $444,773+33.5% | $444,773+33.5% | $328,120+81.0% |
| Participation rate | 100.0% | 50.8%+49.2pp | 42.7%+57.3pp | 34.1%+65.9pp |
| Annual return | 13.78% | 6.34%+7.4pp | 6.38%+7.4pp | 13.02%+0.8pp |
| Employer contribution / active EE | $81,250 | $40,783+99.2% | $39,647+104.9% | $34,257+137.2% |
| Participant deferral / active EE | $0 | $54-100.0% | $58-100.0% | $62-100.0% |
| Admin fee / account holder | $4,304 | $37,010-88.4% | $37,010-88.4% | $39,117-89.0% |