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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,870 | $184,000-90.3% | $162,185-89.0% | $152,909-88.3% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.5%+6.4pp |
| Annual return | 25.31% | 150.80%-125.5pp | 115.61%-90.3pp | 345.46%-320.2pp |
| Employer contribution / active EE | $1,560 | $6,370-75.5% | $5,613-72.2% | $4,764-67.3% |
| Participant deferral / active EE | $6,707 | $8,033-16.5% | $7,297-8.1% | $5,851+14.6% |
| Admin fee / account holder | $2,347 | $13,124-82.1% | $10,844-78.4% | $11,601-79.8% |