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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 | $674,766 | $176,816+281.6% | $176,816+281.6% | $237,064+184.6% |
| Participation rate | 100.0% | 47.0%+53.0pp | 39.2%+60.8pp | 45.6%+54.4pp |
| Annual return | 8.74% | 2.97%+5.8pp | 2.89%+5.9pp | 4.16%+4.6pp |
| Employer contribution / active EE | $79,027 | $44,301+78.4% | $39,831+98.4% | $42,918+84.1% |
| Participant deferral / active EE | $0 | $98-100.0% | $99-100.0% | $128-100.0% |
| Admin fee / account holder | $2,895 | $478+506.0% | $478+506.0% | $21,465-86.5% |