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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 | $754,869 | $229,060+229.6% | $229,060+229.6% | $254,510+196.6% |
| Participation rate | 100.0% | 30.0%+70.0pp | 27.3%+72.7pp | 43.0%+57.0pp |
| Annual return | 10.32% | 7.44%+2.9pp | 7.48%+2.8pp | 259.14%-248.8pp |
| Employer contribution / active EE | $116,667 | $44,612+161.5% | $39,603+194.6% | $41,471+181.3% |
| Participant deferral / active EE | $0 | $127-100.0% | $172-100.0% | $153-100.0% |
| Admin fee / account holder | $5,019 | $1,197+319.2% | $1,197+319.2% | $21,546-76.7% |