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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 | $318,304 | $364,560-12.7% | $374,107-14.9% | $237,064+34.3% |
| Participation rate | 100.0% | 45.9%+54.1pp | 22.0%+78.0pp | 45.6%+54.4pp |
| Annual return | 6.47% | 3.93%+2.5pp | 4.74%+1.7pp | 4.16%+2.3pp |
| Employer contribution / active EE | $56,654 | $47,405+19.5% | $36,089+57.0% | $42,918+32.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $59-100.0% | $128-100.0% |
| Admin fee / account holder | $230,466 | $11,576+1890.9% | $10,677+2058.4% | $21,465+973.7% |