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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 | $1,674,656 | $458,700+265.1% | $458,700+265.1% | $339,457+393.3% |
| Participation rate | 100.0% | 46.5%+53.5pp | 39.9%+60.1pp | 43.9%+56.1pp |
| Annual return | 6.86% | 8.41%-1.6pp | 8.59%-1.7pp | 13.05%-6.2pp |
| Employer contribution / active EE | $120,153 | $36,698+227.4% | $33,035+263.7% | $37,651+219.1% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $48-100.0% |
| Admin fee / account holder | $10,026 | $33,172-69.8% | $33,172-69.8% | $31,074-67.7% |