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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 | $2,578,824 | $2,578,8240% | $2,578,8240% | $340,936+656.4% |
| Participation rate | 100.0% | 33.3%+66.7pp | 33.3%+66.7pp | 31.0%+69.0pp |
| Annual return | 19.75% | 2.75%+17.0pp | 2.86%+16.9pp | 14.18%+5.6pp |
| Employer contribution / active EE | $0 | $27,928-100.0% | $27,232-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $68-100.0% |
| Admin fee / account holder | $24,997 | $24,9970% | $24,9970% | $17,688+41.3% |