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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 | $1,930,398 | $893,103+116.1% | $893,103+116.1% | $418,949+360.8% |
| Participation rate | 100.0% | 58.4%+41.6pp | 58.4%+41.6pp | 35.7%+64.3pp |
| Annual return | 11.87% | 10.32%+1.5pp | 10.59%+1.3pp | 15.19%-3.3pp |
| Employer contribution / active EE | $57,000 | $36,556+55.9% | $33,926+68.0% | $34,877+63.4% |
| Participant deferral / active EE | $0 | $15-100.0% | $14-100.0% | $86-100.0% |
| Admin fee / account holder | $12,597 | $4,376+187.9% | $4,376+187.9% | $50,584-75.1% |