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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 | $1,454,756 | $398,892+264.7% | $398,892+264.7% | $285,997+408.7% |
| Participation rate | 100.0% | 64.6%+35.4pp | 54.1%+45.9pp | 55.8%+44.2pp |
| Annual return | 10.19% | 8.30%+1.9pp | 8.54%+1.6pp | 24.44%-14.3pp |
| Employer contribution / active EE | $203,333 | $41,025+395.6% | $37,153+447.3% | $41,348+391.8% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $55-100.0% |
| Admin fee / account holder | $8,756 | $77,551-88.7% | $77,551-88.7% | $22,013-60.2% |