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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 | $337,959 | $398,892-15.3% | $398,892-15.3% | $285,997+18.2% |
| Participation rate | 100.0% | 64.6%+35.4pp | 54.1%+45.9pp | 55.8%+44.2pp |
| Annual return | 3.70% | 8.30%-4.6pp | 8.54%-4.8pp | 24.44%-20.7pp |
| Employer contribution / active EE | $102,100 | $41,025+148.9% | $37,153+174.8% | $41,348+146.9% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $55-100.0% |
| Admin fee / account holder | $1,000,000 | $77,551+1189.5% | $77,551+1189.5% | $22,013+4442.9% |