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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 | $485,690 | $318,230+52.6% | $306,246+58.6% | $287,034+69.2% |
| Participation rate | 100.0% | 68.8%+31.3pp | 62.9%+37.1pp | 55.9%+44.1pp |
| Annual return | 12.37% | 37.67%-25.3pp | 35.15%-22.8pp | 24.44%-12.1pp |
| Employer contribution / active EE | $13,191 | $48,360-72.7% | $46,389-71.6% | $41,344-68.1% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $41,063 | $4,311+852.4% | $4,448+823.2% | $22,013+86.5% |